Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Martin Felte is a financial professional with over 25 years of experience in the industry. Todd is currently registered with Ages Financial Services, Ltd. and is licensed in 21 states. Todd has previously worked for several other firms, including Source Capital Group, Inc., Pilgrim Securities, Inc. and Sunamerica Securities, Inc. Todd holds the Series 7, 24, 63, SIE and 79TO 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.
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
AZ
02/16/2017 - Present
Ages Financial Services, Ltd. (Scottsdale AZ)
AZ
03/18/2002 - 04/24/2017
SOURCE CAPITAL GROUP, INC. (SCOTTSDALE AZ)
CT
03/23/1999 - 04/24/2000
PILGRIM SECURITIES, INC. (WINDSOR CT)
AZ
11/20/1998 - 01/06/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
11/07/1995 - 05/28/1998
YEE, DESMOND, SCHROEDER & ALLEN, INC. (PHOENIX AZ)
NY
10/13/1994 - 11/21/1995
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
NA
07/20/1994 - 10/18/1994
AMERINATIONAL FINANCIAL SERVICES, INC.
BC
Issued 07/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Felte is the right advisor for you? Invested Better is here to help.
