Unclaimed
Todd Storaska is a financial advisor with over 20 years of experience in the industry. Todd is currently registered with Madison Avenue Securities, LLC and has previously held positions with Raymond James & Associates, Inc. and Hilltop Securities Independent Network Inc. Todd holds a Series 7, 24, 63, and 65 licenses and is a registered representative in California, Florida and Texas. Todd specializes in providing financial planning, portfolio management, and selection of other advisors to both individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/22/2023 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
FL
04/10/2017 - 06/29/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
10/06/2014 - 04/07/2017
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (DALLAS TX)
TX
01/16/2015 - 04/06/2017
HILLTOP SECURITIES INC. (DALLAS TX)
TX
10/06/2014 - 10/30/2014
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
01/04/2013 - 10/15/2014
LPL FINANCIAL LLC (DALLAS TX)
TX
08/24/2011 - 11/19/2012
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
10/13/2005 - 08/16/2011
LPL FINANCIAL LLC (IRVING TX)
TX
09/15/2004 - 10/12/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
06/03/2004 - 09/13/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
TX
08/25/2003 - 04/12/2004
MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)
TX
10/30/2000 - 12/11/2003
BLUE MARBLE FINANCIAL, LLC (IRVING TX)
IA
Issued 01/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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