Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Rohrer has been a registered representative for over 30 years. Todd is currently registered with Cambridge Investment Research Advisors, Inc. and is located in the Richfield, Ohio branch office. Previously, Todd was registered with VALIC FINANCIAL ADVISORS, INC., PEAK BROKERAGE SERVICES, LLC, PRUCO SECURITIES, LLC., NEXT FINANCIAL GROUP, INC., LPL FINANCIAL CORPORATION, PARK AVENUE SECURITIES LLC, and GUARDIAN INVESTOR SERVICES CORPORATION. Todd is also an Independent Insurance Agent for various Independent Insurance Companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/03/2019 - Present
Cambridge Investment Research Advisors, Inc. (Richfield OH)
OH
10/17/2017 - 01/10/2019
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
11/14/2016 - 10/13/2017
PEAK BROKERAGE SERVICES, LLC (Canton OH)
OH
01/15/2015 - 11/14/2016
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
OH
04/20/2009 - 12/18/2014
NEXT FINANCIAL GROUP, INC. (CANTON OH)
OH
07/05/2005 - 03/25/2009
LPL FINANCIAL CORPORATION (CANTON OH)
NY
05/03/1999 - 07/01/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/02/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 04/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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