Unclaimed
Todd L Middleton is a financial advisor with over 24 years of experience in the industry. Todd is currently registered as an Investment Advisor Representative with Eagle Strategies LLC. Todd holds a Series 6, 7, 63, and 65 license, as well as the SIE exam. Todd has previous experience with Legacy Financial Services, Inc.. Todd is registered to provide financial advice in 15 states.
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.
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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2
FL
02/25/2005 - Present
Eagle Strategies LLC (JACKSONVILLE FL)
CA
08/12/1999 - 04/12/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
Issued 1/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/4/2012
Series 7 - General Securities Representative Examination
BC
Issued 8/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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