Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Banducci is an investment advisor representative with Ameritas Advisory Services, LLC. Todd has been in the financial services industry since 1994. Todd holds the Series 63, Series 66, Series 7 and SIE securities licenses. He is registered in 13 states and is an active advisor in both broker-dealer and investment advisor capacity. Todd also has experience in insurance and investments. He is the president and owner of Falcon Investments and Insurance, Inc., where he has worked since 1996. Todd is also an agent for Capstone Financial Group since 2018.
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.
Solicitor fees
1
2
ID
12/16/2022 - Present
Ameritas Advisory Services, LLC (POST FALLS ID)
ID
02/28/2012 - 12/31/2017
CETERA ADVISORS LLC (COEUR D'ALENE ID)
ID
07/03/2000 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (COEUR D'ALENE ID)
AZ
09/07/1994 - 07/26/2000
PENTAD SECURITIES, INC. (SUN CITY AZ)
BOTH
Issued 03/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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