Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd William Miller is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Golden Valley, MN. Todd has been in the industry since 1985 and has a wide range of experience in the financial services industry. Todd's areas of expertise include financial planning, pension consulting, portfolio management, and selection of other advisors. Todd is also a registered representative with FINRA and is licensed to sell securities in 16 states.
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.
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2
MN
12/06/2006 - Present
Stifel, Nicolaus & Company, Inc. (GOLDEN VALLEY MN)
MN
05/02/2002 - 12/06/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
TX
10/24/2001 - 04/30/2002
SOUTHWEST CLEARING CORP. (DALLAS TX)
MN
09/28/2001 - 10/09/2001
STOCKWALK.COM, INC. (MINNEAPOLIS MN)
MN
01/01/2001 - 10/09/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
08/27/1985 - 09/27/2001
MJK CLEARING, INC. (MINNEAPOLIS MN)
IL
06/08/2000 - 02/26/2001
ONLINE BROKERAGE SOLUTIONS, INC. (CHICAGO IL)
MN
09/20/2000 - 01/01/2001
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
09/14/2000 - 09/19/2000
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 08/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/21/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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