Unclaimed
Todd Michael Selmon is a financial advisor with over 23 years of experience in the financial services industry. Todd has been registered with MWA Financial Services Inc. since November 2002, and prior to that, he worked with United Planners' Financial Services of America A Limited Partner and SunAmerica Securities, Inc. He is a Series 7 and Series 63 licensed representative. Todd specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. He has a client-centric approach and works with clients to develop personalized financial strategies to help them achieve their financial goals.
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.
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
TX
11/08/2002 - Present
MWA Financial Services Inc. (AMARILLO TX)
AZ
10/30/1998 - 11/05/2002
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
05/19/1998 - 10/28/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 04/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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