Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Alday is a financial advisor with over 18 years of experience in the industry. Todd is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since April 2014. Prior to joining Wells Fargo Clearing Services, LLC, Todd worked at J.P. MORGAN SECURITIES LLC from October 2012 to March 2014 and CHASE INVESTMENT SERVICES CORP. from July 2005 to October 2012. Todd is licensed to provide investment advice in Arizona and Texas. Todd specializes in providing financial advice to individuals and businesses and holds the Series 7, Series 63, Series 66, and SIE licenses.
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.
Investment consulting services to institutional clients
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.
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2
AZ
02/25/2015 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
10/01/2012 - 03/21/2014
J.P. MORGAN SECURITIES LLC (TUCSON AZ)
AZ
07/19/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
MO
01/01/2005 - 06/15/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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