Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Lynn Todd is an experienced financial professional with over 17 years in the industry. Lois is currently registered with LPL Financial LLC and is based in Brighton, MI. Lois has been active in the financial services industry since December 2006 and holds the Series 6, SIE, and Series 63 licenses. Prior to joining LPL Financial LLC, Lois worked at OSAIC INSTITUTIONS, INC., ESSEX NATIONAL SECURITIES, LLC, IFMG SECURITIES, INC. and FIFTH THIRD SECURITIES, INC. Lois is dedicated to providing comprehensive financial planning and investment management services to individuals, corporations, and other entities.
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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MI
02/01/2024 - Present
LPL Financial LLC (BRIGHTON MI)
MI
07/01/2016 - 01/31/2024
OSAIC INSTITUTIONS, INC. (BRIGHTON MI)
MI
03/10/2008 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (BRIGHTON MI)
NY
07/31/2007 - 03/10/2008
IFMG SECURITIES, INC. (PURCHASE NY)
OH
10/28/2004 - 06/07/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BC
Issued 10/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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