Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Robert Harter is an investment advisor representative associated with Ameriprise Financial Services, LLC. Todd has been in the financial services industry since August 16, 1994. Todd holds Series 63, 65, 66, 7, 8, 9, 10 and SIE licenses. Todd has several years of experience at Ameriprise Financial Services, LLC and previously held the position of an advisor representative with Ameriprise Advisor Services, Inc. Ameriprise Financial Services, LLC has an approximate asset amount of $1 billion - $10 billion under management, and Todd currently works out of the East Lansing, Michigan branch.
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.
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2
MI
08/11/2015 - Present
Ameriprise Financial Services, LLC (East Lansing MI)
MI
08/17/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LANSING MI)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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