Jeffrey Todd Email & Phone Number
President, Todd Financial
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Jeffrey Todd Location
- Escondido, CA, US
Jeffrey Todd Work
- 2008 -now President, Todd Financial @ Raymond James Financial Services, Inc.
- 1997 -2008 Vice President, Investments @ Washington Mutual Financial Services, Inc.
- 1991 -1997 Vice President, Investments @
Jeffrey Todd Education
- Pepperdine University 1987-1991
Jeffrey Todd Skills
- Alternative Investments
- Series 63
- Accounting
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Uniform Combined State Law
- Investment Strategies
- Microsoft Excel
- 401k Rollovers
- Retirement
- Series 65
- Series 7
- Securities
Jeffrey Todd Summary
- Jeffrey Todd, based in Escondido, CA, US, is currently a President, Todd Financial at Raymond James Financial Services, Inc.. Jeffrey Todd brings experience from previous roles at Washington Mutual Financial Services, Inc. and Merrill Lynch. Jeffrey Todd holds a 1987 - 1991 Pepperdine University. With a robust skill set that includes Alternative Investments, Series 63, Accounting, Retirement Planning, Wealth Management Services and more. Jeffrey Todd has 1 mobile phone numbers on RocketReach.
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