Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tod? Claim Your ProfileTod Masin has been in the financial services industry for over 30 years. Tod is currently registered with LPL Financial LLC as a Registered Representative. Tod has a broad range of experience in the industry, and has previously held positions at Securities America, Inc., Summit Brokerage Services, Inc., and VSR Financial Services, Inc.. Tod is also a licensed insurance agent.
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
NE
10/03/2022 - Present
LPL Financial LLC (LINCOLN NE)
NE
11/04/2016 - 09/30/2022
SECURITIES AMERICA, INC. (LINCOLN NE)
NE
09/01/2016 - 11/04/2016
SUMMIT BROKERAGE SERVICES, INC. (LINCOLN NE)
NE
09/03/2002 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (LINCOLN NE)
MN
10/29/1992 - 09/05/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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