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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Mackler is a financial advisor with Cetera Investment Advisers LLC. Todd has been in the industry since 1998 and has experience with both investment advisory and brokerage services. He specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Todd has a strong track record of success in helping clients achieve their financial goals. Previously, Todd has worked at firms such as Ameriprise Financial Services, LLC, Raymond James & Associates, Inc., and Morgan Stanley Smith Barney.
DELRAY BEACH, FL
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.
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
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (DELRAY BEACH FL)
FL
01/03/2017 - 07/23/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Ft Lauderdale FL)
FL
05/15/2012 - 01/05/2017
RAYMOND JAMES & ASSOCIATES, INC. (FT. LAUDERDALE FL)
FL
02/28/2011 - 02/14/2013
MORGAN KEEGAN & COMPANY, INC. (FT. LAUDERDALE FL)
PA
06/01/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (SCRANTON PA)
FL
06/05/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORLANDO FL)
IA
Issued 6/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2003
Series 3 - National Commodity Futures Examination
BC
Issued 6/3/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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