Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Frediani is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Bozeman, Montana. Todd has been in the financial services industry since September 7, 1995 and has been registered with Stifel, Nicolaus & Company, Inc. since April 2014. Prior to joining Stifel, Nicolaus & Company, Inc., Todd was employed by UBS Financial Services Inc. and Citigroup Global Markets Inc. Todd is licensed to provide securities and investment advisory services in several states including California, Montana and Texas.
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.
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.
1
2
MT
01/18/2019 - Present
Stifel, Nicolaus & Company, Inc. (BOZEMAN MT)
CA
02/20/2009 - 04/30/2014
UBS FINANCIAL SERVICES INC. (SANTA ROSA CA)
CA
03/02/2001 - 03/12/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA ROSA CA)
NY
09/08/1995 - 03/16/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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