Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Geller is an investment advisor representative with Ameriprise Financial Services, LLC. Todd is active in the financial services industry since 1991. Todd has been affiliated with Ameriprise Financial Services, LLC since 2014. Todd has also previously been affiliated with Janney Montgomery Scott LLC, Advest, Inc., Prudential Securities Incorporated and Paine Webber Incorporated. Todd has experience in various financial services areas including asset allocation services, financial planning, pension consulting, and portfolio management.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation 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
NY
04/28/2014 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
11/21/2005 - 05/14/2014
JANNEY MONTGOMERY SCOTT LLC (MELVILLE NY)
CT
05/26/2000 - 12/15/2005
ADVEST, INC. (HARTFORD CT)
NY
07/25/1996 - 05/31/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/12/1991 - 07/25/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 07/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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