Unclaimed
Todd W. Alexander is a registered investment advisor representative with Brighton Securities Corp.. Todd has been in the securities industry for over 7 years and has a Series 7, Series 63, Series 65, and SIE licenses. Todd's firm offers financial planning services, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $611,855,688 in assets for clients including individuals, high net worth individuals, corporations and other businesses, charitable organizations and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/14/2021 - Present
Brighton Securities Corp. (ROCHESTER NY)
IA
Issued 10/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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