Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Mezrah has been in the financial industry for over 30 years. He has experience in a variety of areas, including insurance, real estate, and business consulting. Todd currently holds a Series 6 and Series 63 license, and is registered as an investment advisor representative in Florida and several other states. He is also a member of the board of directors for several companies. Todd is passionate about helping individuals and families achieve their financial goals. He believes in building long-term relationships with his clients and providing them with personalized financial advice. His expertise is providing financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses.
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.
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.
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2
TX
01/01/2025 - Present
Lion Street Advisors, LLC (AUSTIN TX)
FL
12/19/2001 - 05/07/2020
M HOLDINGS SECURITIES, INC. (TAMPA FL)
MA
03/24/1993 - 12/31/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 03/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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