Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Jonathan Feintuch is a financial advisor with LPL Financial LLC based in WINTER PARK, FL. Todd has been in the financial services industry since 2005 and has a wide range of experience working with clients. Todd has worked with clients in various roles, including at SunTrust Investment Services, Inc., BB&T Investment Services, Inc., Wachovia Securities, LLC, and Pruco Securities, LLC. Todd has held positions as an investment advisor representative, registered representative, and a general securities principal. Todd is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/05/2018 - Present
LPL Financial LLC (WINTER PARK FL)
FL
07/12/2016 - 11/16/2017
INVEST FINANCIAL CORPORATION (WINTER PARK FL)
FL
04/09/2014 - 03/23/2016
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
FL
09/18/2008 - 01/31/2014
BB&T INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
03/18/2005 - 09/15/2008
WACHOVIA SECURITIES, LLC (ORLANDO FL)
NJ
07/15/2004 - 01/03/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 08/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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