Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Donato is a registered investment advisor with UBS Financial Services Inc. in Weehawken, NJ. Todd has been in the securities industry since 2001 and has a Series 7, Series 25, Series 63, and Series 65 licenses. Todd has been with UBS Financial Services Inc. since 2011. Prior to that, Todd worked at RAVEN SECURITIES CORP., TAG SECURITIES CORP., JOSEPH M. BENANTI, INC., ALBERT FRIED & COMPANY, LLC, TROY SECURITIES, INC., DIGGINS, PATRICK JAMES, REHBERG JR, CHARLES EDWARD, and ALMACA SECURITIES CORP. Todd is also the co-owner of "Pump It Up," a non-investment related business.
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.
See schedule d - miscellaneous
1
2
NJ
01/21/2016 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
08/20/2009 - 05/02/2011
RAVEN SECURITIES CORP. (NEW YORK NY)
NY
04/27/2007 - 10/06/2009
TAG SECURITIES CORP. (NEW YORK NY)
NY
10/31/2003 - 05/01/2007
JOSEPH M. BENANTI, INC. (NEW YORK NY)
NY
11/10/2003 - 07/28/2006
ALBERT FRIED & COMPANY, LLC (NEW YORK NY)
NY
02/07/2003 - 02/05/2004
TROY SECURITIES, INC. (NEW YORK NY)
NY
09/03/2002 - 02/06/2003
DIGGINS, PATRICK JAMES (NY NY)
NY
10/01/2000 - 08/29/2002
REHBERG JR, CHARLES EDWARD (NEW YORK NY)
NY
05/07/2001 - 06/28/2002
ALMACA SECURITIES CORP (NEW YORK NY)
IA
Issued 01/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2000
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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