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 Resnick is a financial advisor who has been in the industry since April 16, 2007. Todd is currently registered as a Registered Representative (RR) with Oneseven. Oneseven offers advisory services for individuals, businesses, and charitable organizations. Todd is also a Registered Investment Advisor (IA) representative with Oneseven. Prior to joining Oneseven, Todd was a Registered Representative at Purshe Kaplan Sterling Investments, Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Pruco Securities, LLC. Todd holds multiple licenses including Series 6, 7, 31, 63, and 66. Todd is committed to providing his clients with personalized financial advice and investment solutions.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitors' fees for referrals to other money managers
1
2
OH
05/02/2019 - Present
Oneseven (BEACHWOOD OH)
OH
07/01/2016 - 07/19/2019
PURSHE KAPLAN STERLING INVESTMENTS (Beechwood OH)
OH
06/01/2009 - 07/30/2016
MORGAN STANLEY (PEPPER PIKE OH)
OH
11/20/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEACHWOOD OH)
OH
05/24/2007 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
OH
02/19/2007 - 03/29/2007
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
BOTH
Issued 07/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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