Todd Abrams (CRD# 2693512) is an Investment Advisor Representative working at Prudential Financial Planning Services in Boca Raton, FL and has over 27 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Boca Raton, FL | May 2017 - Current | 6 |
| Pruco Securities, LLC | Baca Raton, FL | May 2017 - Current | 6 |
| Principal Securities Inc. | Boca Raton, FL | Dec 2016 - May 2017 | < 1 |
| Principal Life Insurance Company | Boca Raton, FL | Dec 2016 - May 2017 | < 1 |
| The Collaborative Financial Group, LLC | Boca Raton, FL | Dec 2016 - May 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Dec 2016 | < 1 |
| Metlife | Fort Lauderdale, FL | Nov 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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