Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Leigh Todd is a financial advisor at LPL Financial LLC in Tempe, Arizona. Jennifer has been in the financial services industry since 1999 and has a wide range of experience working with clients in the Tempe, Arizona area. Jennifer is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 22, 24, 28, 62, 63, 79TO, 99TO and SIE licenses. Jennifer is also a registered investment advisor representative in Arizona. Jennifer has a strong commitment to providing her clients with personalized financial advice and guidance.
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
AZ
01/12/2022 - Present
LPL Financial LLC (TEMPE AZ)
AZ
08/02/2021 - 10/06/2021
TAG WEALTH MANAGEMENT, LLC (PHOENIX AZ)
AZ
01/06/2014 - 08/29/2019
CKS SECURITIES LLC (SCOTTSDALE AZ)
AZ
09/02/2009 - 10/08/2012
CKS SECURITIES LLC (SCOTTSDALE AZ)
AZ
02/14/2003 - 08/05/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
07/28/1999 - 10/15/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 07/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/03/2014
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/18/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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