Unclaimed
Todd Barrow is a financial advisor with Ameriprise Financial Services, LLC. Todd has been in the industry since March 1, 1994. Todd is registered as a Broker-Dealer and Investment Advisor Representative in 36 states. Todd has experience working with individuals, high-net-worth individuals, trusts and estates, corporations, and other businesses. Todd specializes in retirement planning, college savings, and estate planning. Todd is committed to providing his clients with personalized financial advice 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.
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.
Asset allocation services
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
FL
05/15/2023 - Present
Ameriprise Financial Services, LLC (Lakeland FL)
FL
03/31/2004 - 05/17/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKELAND FL)
SC
07/18/1997 - 04/07/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
03/02/1994 - 08/21/1997
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
BOTH
Issued 01/22/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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