Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Ross Edwards is a financial advisor with Schwab Wealth Advisory, Inc. located in Westlake, TX. Todd has been in the financial industry since 2017. He has a Series 7, Series 66, and SIE licenses, as well as the Certified Financial Planner designation. Todd specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. He has previously worked at Edward Jones.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
08/29/2024 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
06/27/2017 - 07/23/2024
EDWARD JONES (MCKINNEY TX)
BOTH
Issued 07/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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