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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Cesca is a registered investment advisor representative with Charter Oak Capital Management. Todd has over 20 years of experience in the financial services industry. Todd has previously worked for PURSHE KAPLAN STERLING INVESTMENTS and ROYAL ALLIANCE ASSOCIATES, INC. Todd specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Todd is registered to provide investment advisory services in Maine, New Hampshire, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NH
11/22/2019 - Present
Charter OAK Capital Management (PORTSMOUTH NH)
ME
01/14/2005 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (KENNEBUNK ME)
AZ
04/16/2002 - 01/14/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/25/2001 - 02/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
07/06/2000 - 01/02/2001
KRIEGER FINANCIAL SERVICES, INC. (DELRAY BEACH FL)
IA
Issued 05/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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