Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Toro is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Todd has been working in the financial services industry since 2002. Todd holds the Series 63, Series 65, Series 7 and SIE licenses. Todd is registered with the states of Arizona, Colorado, Connecticut, Florida, Georgia, Louisiana, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Washington. Todd specializes in investment advisory services for individuals and high-net-worth individuals. Todd has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NJ
04/27/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)
NY
01/10/2012 - 04/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/19/2008 - 12/21/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/10/2002 - 12/01/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
IA
Issued 02/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Toro is the right advisor for you? Invested Better is here to help.
