Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Matthew Musial is an investment advisor representative with Cambridge Investment Research Advisors, Inc. and has been in the financial services industry since 1993. Todd is registered with both FINRA and the state of Ohio. Todd's experience includes previous employment with Tower Square Securities, Inc., Capital Brokerage Corporation, Forth Financial Securities, Corporation and John Hancock Distributors, Inc. Todd holds Series 6 and Series 63 securities 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.
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
OH
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (WESTLAKE OH)
OH
07/01/2002 - 10/13/2011
TOWER SQUARE SECURITIES, INC. (WEST LAKE OH)
VA
12/01/1997 - 06/27/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
03/28/1996 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
MA
07/12/1993 - 05/03/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/12/1993 - 05/03/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
TX
04/22/1993 - 07/07/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Musial is the right advisor for you? Invested Better is here to help.
