Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Locksley? Claim Your ProfileLocksley I Todd is a financial advisor registered with Charles Schwab & CO., Inc. Locksley Todd has been a financial advisor since August 2017. Locksley Todd has a Series 7, Series 63, and Series 66 license. Locksley Todd is registered with 53 states and is also registered as an investment advisor in Indiana and Texas. The advisor is affiliated with Charles Schwab & CO., Inc. and the firm is located in Indianapolis.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
01/03/2023 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BOTH
Issued 08/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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