Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Todd is a financial advisor with over 30 years of experience in the industry. John is currently registered with Osaic Wealth, Inc., and has been with the firm since September 1, 2023. Prior to joining Osaic Wealth, Inc., John was with SAGEPOINT FINANCIAL, INC. for over 17 years. John specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. John is committed to providing personalized and comprehensive financial advice to help his clients 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.
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
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/18/1983 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
07/20/1978 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
04/08/1976 - 09/11/1986
AMERICAN UNITED LIFE INSURANCE COMPANY
NA
11/15/1976 - 01/19/1978
INDUSTRY SAVINGS PLANS, INC.
NA
06/15/1974 - 10/07/1976
HARTFORD EQUITY SALES COMPANY INC.
NA
06/28/1971 - 08/20/1974
HARTFORD VARIABLE ANNUITY LIFE LIFE INSURANCE COMPANY
NA
06/28/1971 - 04/22/1973
ITT FAMILY SECURITY SALES CORPORATION
NA
05/21/1970 - 08/09/1971
THE VARIABLE ANNUITY MARKETING COMPNAY OF FLORIDA
BC
Issued 07/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/20/1969
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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