Unclaimed
Todd Szura is a financial professional who has been in the industry since February 19, 2006. Todd is currently registered with Athene Securities, LLC and is located in West Des Moines, IA. Todd has a Series 7, Series 63 and SIE. Prior to joining Athene Securities, LLC, Todd worked at Citigroup Global Markets Inc., Morgan Stanley & Co. LLC, Barclays Capital Inc. and Citigroup Global Markets 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.
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.
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2
IA
05/12/2022 - Present
Athene Securities, LLC (WEST DES MOINES IA)
NY
03/11/2022 - 05/10/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/24/2015 - 09/10/2019
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
07/29/2010 - 06/12/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/25/2009 - 07/29/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
02/07/2001 - 06/23/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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