Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Grier is a financial advisor registered with Charles Schwab & Co., Inc., and has been in the industry since January 11, 2011. Todd Grier holds licenses for both securities and investment advisory services and has the Series 66, Series 7 and SIE licenses. Todd Grier currently provides financial advice to clients in Colorado, as well as across the United States. Before joining Charles Schwab, Todd Grier was employed by USAA Financial Advisors, Inc.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
05/23/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
01/12/2011 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BOTH
Issued 02/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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