Todd Oberlin Email
Wealth Advisor @ Terramar Wealth
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Todd Oberlin Location
- Carlsbad, CA, US
Todd Oberlin Work
- Wealth Advisor @ (May 2024 - Present)
- Financial Advisor @ Osaic (September 2023 - May 2024)
- Financial Advisor @ (October 2005 - August 2023)
- Financial Advisor @ (February 2005 - September 2005)
- Financial Advisor @ Jefferson Pilot Financial (December 2000 - October 2004)
- Financial Advisor @ (April 1999 - November 2000)
- Financial Advisor @ (August 1998 - March 1999)
- Financial Advisor @ (July 1997 - July 1998)
Todd Oberlin Education
- Grossmont College
Business Administration and Management (General)
- The American College of Financial Services
Accounting and Finance
Todd Oberlin Skills
- Account Management
- Alternative Investments
- FINRA
- Financial Analysis
- Hold Series 7
- Insurance
- Investment Advisory Services
- Series 6
- Series 65
Todd Oberlin Summary
- Todd Oberlin, based in Carlsbad, CA, US, is currently a Wealth Advisor at Terramar Wealth. Todd Oberlin brings experience from previous roles at Osaic, SagePoint Financial, SunAmerica Securties and Jefferson Pilot Financial. Todd Oberlin holds a Business Administration and Management in General @ Grossmont College. With a robust skill set that includes Account Management, Alternative Investments, FINRA, Financial Analysis, Hold Series 7 and more.
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