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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Todd is a financial advisor with Osaic Advisory Services, LLC. John has been in the financial industry for over 20 years. John has experience in various financial services, including insurance, advisory, and securities trading. John is registered with the state of North Carolina. John has experience with high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. John is committed to providing 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.
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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GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NC
06/14/2024 - 08/09/2024
OSAIC WEALTH, INC. (DURHAM NC)
NC
11/20/2020 - 06/14/2024
SECURITIES AMERICA, INC. (DURHAM NC)
NC
03/15/2017 - 11/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (DURHAM NC)
NC
08/17/2015 - 12/08/2016
EDWARD JONES (PITTSBORO NC)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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