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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tod? Claim Your ProfileTod Donald Shoffler is a financial advisor with LPL Financial LLC. Tod has been in the financial services industry since 1997 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Tod's expertise includes financial planning, investment management, and retirement planning. Tod is committed to helping clients achieve their financial goals and is dedicated to providing personalized service. Tod holds the Series 7, Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Tod is also a CERTIFIED FINANCIAL PLANNER™ professional. Before joining LPL Financial LLC, Tod was a financial advisor with Infinex Investments, Inc. and Citigroup Global Markets Inc.
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
NJ
12/18/2007 - Present
LPL Financial LLC (WILDWOOD NJ)
NJ
02/13/2006 - 12/07/2007
INFINEX INVESTMENTS, INC. (WILDWOOD NJ)
NJ
01/12/2001 - 03/09/2006
CITIGROUP GLOBAL MARKETS INC. (EGG HARBOR TOWNSHIP NJ)
NY
06/18/1997 - 01/18/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
01/30/1997 - 06/26/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 08/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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