Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Zaborski is a financial advisor with over 14 years of experience in the financial services industry. Todd is a Certified Financial Planner™ and has Series 7, 9, 10, 66 and SIE licenses. Todd is currently registered with Wells Fargo Advisors Financial Network, LLC and has previously been registered with Wells Fargo Clearing Services, LLC. Todd specializes in providing investment consulting services to institutional clients as well as financial planning for individuals, pension consulting, selection of other advisors, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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
FL
05/15/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PANAMA CITY FL)
FL
09/12/2008 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (PANAMA CITY FL)
BOTH
Issued 09/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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