Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Donofrio is an investment advisor representative at IP Financial Advisory Services LLC. Todd has been in the financial services industry since 1998. Todd's firm manages assets of over $296 million. They have offices in Charlotte, North Carolina and Fort Myers, Florida. They are registered to provide investment advisory services in Florida, Illinois, Iowa, Michigan, and Ohio. They offer financial planning services for individuals and businesses, and they also provide consulting services to qualified retirement 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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
01/24/2022 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
FL
12/22/2014 - 09/10/2021
FIRST ALLIED SECURITIES, INC. (Fort Myers FL)
FL
08/18/2006 - 12/23/2014
ROYAL ALLIANCE ASSOCIATES, INC. (FORT MEYERS FL)
FL
03/23/2001 - 09/05/2006
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
NY
09/21/1998 - 03/27/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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