Unclaimed
Todd Max Zeidenberg is a financial advisor at Cetera Investment Advisers LLC. Todd has been in the industry for 34 years and has experience providing financial planning and portfolio management for both individuals and businesses. He is a Chartered Financial Consultant and holds Series 6, 7, and 63 licenses. Todd is registered in 22 states and has experience working with various client types, including high-net-worth individuals, corporations, and pension plans.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
08/10/2023 - Present
Cetera Investment Advisers LLC (GUILFORD CT)
CT
01/01/1990 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Guilford CT)
IA
Issued 7/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Zeidenberg is the right advisor for you? Invested Better is here to help.