Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Marvin Honold is a financial advisor at Cambridge Investment Research Advisors, Inc. Todd has been in the financial services industry for over 20 years. Todd earned his Series 7 and Series 63 licenses in 1998 and his Series 65 license in 1999. He specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, businesses, and retirement plans. Todd is committed to helping his clients achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
IA
01/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (Polk City IA)
IA
01/10/2008 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (GRINNELL IA)
MI
12/08/2006 - 01/11/2008
FIFTH THIRD SECURITIES, INC. (STEVENSVILLE MI)
MI
09/01/2006 - 10/30/2006
PRIMEVEST FINANCIAL SERVICES, INC. (BUCHANAN MI)
IA
11/11/1998 - 09/05/2006
BROKER DEALER FINANCIAL SERVICES CORP. (GRINNELL IA)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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