Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Robertson is a financial advisor with Alliance Global Partners, a registered investment advisor with over 59 licensed agents and 100 investment advisor representatives. Todd has over 16 years of experience in the financial services industry. Todd holds the Series 7, Series 63, and Series 66 licenses. Todd is registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wyoming. Todd is also an Investment Advisor Representative in Florida, New Jersey, New York, North Carolina, South Carolina, and Texas. Todd is a member of the Financial Industry Regulatory Authority (FINRA). Todd's primary office is located in Altamont, NY.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
03/31/2010 - Present
A.g.p. / Alliance Global Partners (Altamont NY)
NY
12/19/2007 - 03/05/2008
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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