Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Smiler is a financial advisor with over 10 years of experience in the industry. Todd currently works for Great Valley Advisor Group, Inc. and has been in this role since March 2022. Todd also has previous experience with Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Todd holds both Series 7 and Series 66 licenses. Todd's specializations include retirement planning, college savings, and estate planning. Todd is committed to providing personalized financial advice to help his clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
03/28/2022 - Present
Great Valley Advisor Group, Inc. (Boca Raton FL)
FL
01/30/2013 - 10/31/2016
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
09/22/2011 - 01/31/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
NY
03/06/2001 - 10/30/2002
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
BOTH
Issued 11/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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