Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Robbins is a financial professional with over 20 years of experience in the industry. Todd is currently registered with Brokers International Financial Services, LLC. Todd also has previous registrations with several other firms including Bankers Life Securities, INC., PNC Investments and Raymond James Financial Services, INC.. Todd specializes in providing advisory services to individuals, families, and businesses. Todd has a strong understanding of the financial markets and has a proven track record of success. In addition to his expertise in investments, Todd is also a licensed insurance agent and is dedicated to providing clients with comprehensive financial planning services.
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.
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.
Percentage of assets managed by third-party advisor firms
1
2
FL
08/07/2020 - Present
Brokers International Financial Services, LLC (Boynton Beach FL)
FL
09/19/2016 - 09/10/2020
BANKERS LIFE SECURITIES, INC. (WEST PALM BEACH FL)
FL
01/27/2014 - 09/16/2014
PNC INVESTMENTS (DELRAY BEACH FL)
FL
07/01/2009 - 12/31/2013
KOVACK SECURITIES INC. (BOYNTON BEACH FL)
FL
10/30/2006 - 06/18/2009
WEISS CAPITAL SECURITIES, INC. (JUPITER FL)
FL
05/13/2002 - 10/03/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOCA RATON FL)
PA
03/13/2001 - 05/28/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
FL
11/13/2000 - 01/29/2001
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
08/17/2000 - 11/22/2000
EMERSON BENNETT & ASSOCIATES (FT. LAUDERDALE FL)
GA
07/10/1995 - 12/31/1996
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 06/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law 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 08/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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