Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edward Todd is a financial advisor in Lombard, IL with over 23 years of experience in the financial services industry. Jeffrey has been registered with Osaic Wealth, Inc. since September 2023. Prior to that, Jeffrey was registered with SagePoint Financial, Inc. and SunAmerica Securities, Inc.. Jeffrey holds Series 63, 65, 7, 24, and SIE licenses and is registered with the states of Colorado, District of Columbia, Illinois, Indiana, and Massachusetts. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and pension and profit sharing plans.
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.
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.
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2
IL
09/01/2023 - Present
Osaic Wealth, Inc. (LOMBARD IL)
IL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LOMBARD IL)
AZ
10/08/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 04/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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