Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Weatherwax is an investment advisor representative and registered principal at Newbridge Financial Services Group, Inc. located in Boca Raton, FL. Todd has been in the securities industry since July 25, 2016. Todd has a wide range of experience in providing financial planning, portfolio management, and selection of other advisors. Todd has registrations in 52 states and is also an insurance agent.
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.
A percentage of the total value of assets under management is charged.
Promoter fees
1
2
FL
03/24/2020 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
05/16/2017 - 02/07/2020
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
FL
07/26/2016 - 05/22/2017
PFS INVESTMENTS INC. (FORT LAUDERDALE FL)
BOTH
Issued 02/01/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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