Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Belfiore is a financial advisor with over 30 years of experience in the industry. Todd is currently registered with Stifel, Nicolaus & Company, Inc. Previously, Todd was employed by UBS Financial Services Inc., Raymond James & Associates, Inc., Prudential Securities Incorporated, J. W. Gant & Associates, Inc. and F.N. Wolf & Co., Inc. Todd is a Series 63, Series 7 and SIE licensed advisor.
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.
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
07/24/2019 - Present
Stifel, Nicolaus & Company, Inc. (TAMPA FL)
FL
07/31/2000 - 06/13/2013
UBS FINANCIAL SERVICES INC. (TAMPA FL)
FL
09/30/1996 - 08/16/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
02/10/1992 - 10/04/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/23/1989 - 01/06/1992
J. W. GANT & ASSOCIATES, INC.
NA
07/18/1989 - 08/23/1989
F.N. WOLF & CO., INC.
BC
Issued 09/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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