Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Baird is a financial advisor with over 20 years of experience in the industry. Todd has a diverse background, having worked for several financial institutions, including Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc. Currently, Todd is associated with Financial Advocates Investment Management and provides investment advisory services through this firm. Todd holds various certifications, including Certified Financial Planner, and is registered in several states including Arizona, Colorado, New Mexico, Oregon and Washington. Todd provides financial planning, pension consulting, and portfolio management services to individuals, businesses and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
09/29/2021 - Present
Financial Advocates Investment Management (OLYMPIA WA)
OR
08/26/2016 - 10/04/2021
WELLS FARGO CLEARING SERVICES, LLC (TIGARD OR)
OR
04/21/2010 - 08/30/2016
U.S. BANCORP INVESTMENTS, INC. (BEAVERTON OR)
OR
05/02/2009 - 04/20/2010
CHASE INVESTMENT SERVICES CORP. (EUGENE OR)
OR
05/21/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (EUGENE OR)
WA
10/04/2005 - 05/06/2008
CUNA BROKERAGE SERVICES, INC. (SPOKANE WA)
CA
02/28/2005 - 09/27/2005
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
04/27/2004 - 02/28/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
08/30/1999 - 04/16/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
02/09/2004 - 02/23/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NJ
02/05/1998 - 08/25/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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