Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Carmel is a financial advisor with over 27 years of experience in the financial services industry. Todd is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in 24 states. Todd has a strong background in providing financial planning and investment advice to individuals, families, and businesses. Todd has held previous positions with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Todd is committed to providing clients with personalized financial solutions that meet their individual needs.
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
OH
06/18/2012 - Present
Raymond James Financial Services Advisors, Inc. (WESTLAKE OH)
OH
06/01/2009 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (WESTLAKE OH)
OH
02/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
OH
07/18/1995 - 03/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 07/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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