Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Trzaskoma has been in the financial industry since December 1990 and is currently registered with Raymond James Financial Services Advisors, Inc. in Vienna, Virginia. Todd Michael Trzaskoma is a registered representative with the firm and has the Series 7, Series 10, Series 63, and Series 65 licenses, as well as the SIE designation. Todd Michael Trzaskoma has experience with a number of previous firms, including Olde Discount Corporation, Capitol Securities Management, Inc., and Hibbard Brown & Co., Inc. Todd Michael Trzaskoma provides financial planning, pension consulting, and educational seminars to individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (VIENNA VA)
MI
10/11/1992 - 07/24/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
VA
01/13/1992 - 09/30/1992
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
NY
10/16/1990 - 11/25/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 05/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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