Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Stoddard is a financial advisor who has been in the industry since 2022. April is currently registered with LPL Financial LLC and holds the Series 63, Series 7TO, and SIE licenses. April is also registered with the state of New York. Previously, April worked with CUNA Brokerage Services, Inc. April's specializations include: investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisers, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/18/2022 - Present
LPL Financial LLC (KINGSTON NY)
NY
01/18/2022 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (KINGSTON NY)
BC
Issued 02/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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