Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Justice is a financial advisor with over 20 years of experience in the industry. Todd is registered with Charles Schwab & Co., Inc. in Plano, TX. He holds the Series 7, 9, 10, 31, 63, and 65 licenses, as well as the SIE. Todd has previously worked with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MERCER ALLIED COMPANY, L.P., and FIDELITY BROKERAGE SERVICES, INC. Todd provides financial planning services, as well as selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
10/05/2022 - Present
Charles Schwab & CO., Inc. (Plano TX)
TX
06/01/2009 - 08/19/2022
MORGAN STANLEY (Plano TX)
TX
11/01/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
09/08/2003 - 11/24/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/23/2002 - 06/30/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
RI
09/23/1998 - 07/31/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/10/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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