Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Stec has been in the financial services industry since 2003. Todd is currently registered with Charles Schwab & CO., Inc. and previously worked at TD Ameritrade, Inc., PNC INVESTMENTS, LPL FINANCIAL LLC, and EDWARD JONES. Todd offers various services, including financial planning.
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
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2
IL
01/26/2022 - Present
Charles Schwab & CO., Inc. (Oak Brook IL)
IL
12/01/2016 - 12/31/2023
TD AMERITRADE, INC. (Oak Brook IL)
IL
05/21/2013 - 11/28/2016
PNC INVESTMENTS (WOODRIDGE IL)
IL
08/22/2008 - 05/28/2013
LPL FINANCIAL LLC (OAKBROOK TERRACE IL)
IL
09/09/2003 - 08/28/2008
EDWARD JONES (DARIEN IL)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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