Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Ryan Marmor is an investment advisor representative with Wintrust Investments LLC. Todd has been in the industry since 2000 and has experience with a variety of financial services firms. His experience includes working for BMO Harris Financial Advisors, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Todd is licensed to offer investment advice in several states including Illinois, Florida, Arizona, Colorado, Wisconsin, Massachusetts, Georgia, Indiana and New York. Todd is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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
IL
12/09/2019 - Present
Wintrust Investments LLC (CHICAGO IL)
IL
04/01/2015 - 11/18/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (GLENCOE IL)
IL
10/01/2012 - 03/11/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
08/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/17/2008 - 08/02/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/31/2002 - 04/14/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
07/06/2000 - 07/22/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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