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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Levy is an investment advisor representative who has been in the industry for over 20 years. Todd Levy is currently registered with Ingham Retirement Group and Trpc Advisory Services. Todd Levy has experience in various areas of financial advising, including portfolio management, financial planning and pension consulting. Todd Levy has a history of working with clients of all types, including high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Todd Levy is licensed in Florida and has passed the Series 6, 7, 55, 63 and 65 exams.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
09/07/2006 - Present
Ingham Retirement Group (MIAMI FL)
FL
03/04/2013 - 03/01/2018
LPL FINANCIAL LLC (MIAMI FL)
FL
02/28/2005 - 03/04/2013
SENTINEL SECURITIES, INC. (MIAMI FL)
FL
05/09/2002 - 06/28/2004
INVESTACORP, INC. (MIAMI FL)
NY
03/28/2000 - 12/31/2001
HERZOG, HEINE, GEDULD, LLC (NEW YORK NY)
NC
05/12/1998 - 09/10/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
12/03/1996 - 02/05/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 09/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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