Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Philip Mazzo is a financial advisor who has been active in the industry since June 1, 2021. Todd is currently registered with LPL Financial LLC and has been registered with Equitable Advisors, LLC in the past. Todd has passed the Series 65, 66, 7, and SIE exams. Todd is registered as an investment advisor in New York and Florida and also has a Series 7 registration in New York. Todd offers financial planning and investment advice to individuals, corporations, businesses, pension plans, charitable organizations, and investment clubs. Todd specializes in providing financial advice to individuals, corporations, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/30/2023 - Present
LPL Financial LLC (FAIRPORT NY)
NY
04/21/2021 - 07/18/2023
EQUITABLE ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 05/11/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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