Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Luft is a financial advisor with International Assets Investment Management, LLC. Todd is a registered Investment Advisor Representative in Texas. Todd has been in the financial industry since 1993. Previously, Todd was employed by B. Riley Wealth Management, Ameriprise Financial Services, LLC, UBS Financial Services Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., PaineWebber Incorporated, and Aragon Financial Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
05/03/2024 - Present
International Assets Investment Management, LLC (The Woodlands TX)
TX
02/27/2023 - 04/25/2024
B. RILEY WEALTH MANAGEMENT (THE WOODLANDS TX)
TX
08/26/2016 - 02/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (THE WOODLANDS TX)
TX
10/14/2010 - 09/06/2016
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
06/01/2009 - 10/21/2010
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
05/28/2004 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
NY
08/02/1994 - 06/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
05/19/1993 - 08/01/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
04/29/1993 - 07/29/1993
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 11/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 3 - National Commodity Futures Examination
BC
Issued 04/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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