Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Todisco is a financial professional with over 10 years of experience in the industry. Ann is currently registered with LPL Enterprise, LLC and holds multiple licenses including Series 3, 6, 63, and 65. Ann has previously been employed with MML Investors Services, LLC and Pruco Securities, LLC. Ann provides financial planning and portfolio management services to individuals and businesses. Ann is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
IL
11/14/2024 - Present
LPL Enterprise, LLC (DOWNERS GROVE IL)
IL
01/10/2018 - 07/06/2018
MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)
IL
11/05/2013 - 12/26/2017
PRUCO SECURITIES, LLC. (ROSEMONT IL)
IL
04/12/2012 - 10/31/2013
METLIFE SECURITIES INC. (BUFFALO GROVE IL)
IA
Issued 10/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/29/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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