Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Lance Garran is an investment advisor representative who has been in the industry since January 5, 1997. Todd is currently registered with Ameriprise Financial Services, LLC and has been with them since September 2022. Todd has previously been with a number of other firms, including UBS Paine Webber Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ameriprise Advisor Services, Inc.. Todd is currently registered as an investment advisor representative in Florida, Georgia, and New Jersey.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/05/2009 - Present
Ameriprise Financial Services, LLC (Parsippany NJ)
NJ
11/19/2002 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SHORT HILLS NJ)
NY
05/02/2001 - 11/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/17/1997 - 04/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
TX
07/11/1996 - 02/26/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
FL
05/09/1996 - 06/10/1996
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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