Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Najera is a registered representative with American Discovery Advisors, LLC in Los Angeles, California. Todd has over 25 years of experience in the financial services industry. Todd has held previous positions with firms such as Credit Suisse First Boston LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Todd holds the Series 7, Series 63, and Series 79TO licenses.
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.
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.
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CA
11/14/2023 - Present
American Discovery Advisors, LLC (Los Angeles CA)
NY
12/18/2000 - 04/05/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
05/23/1997 - 12/18/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 11/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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