Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Sands is a financial advisor with over 15 years of experience in the financial services industry. Todd holds Series 6, 7, 63 and 65 licenses and is registered in Ohio and Texas. He is currently employed by J.p. Morgan Institutional Investments Inc. and has previously been employed by JPMORGAN DISTRIBUTION SERVICES, INC. Todd specializes in providing investment advice to individual and institutional clients.
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.
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.
1
2
OH
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
10/08/2007 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 01/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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