Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Thompson is a financial advisor with Osaic Wealth, Inc. Todd has been in the financial industry since August 29, 1993, and has held various positions at a number of firms. Currently, Todd is registered with the State of Ohio as a Registered Representative and Investment Advisor Representative. Todd has passed the Series 6, Series 26 and Series 63 exams. He is a Registered Representative of Signator Investors, Inc. in addition to being an Investment Advisor Representative. Todd is an active member of the financial industry and works hard to provide his clients with the best possible financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (SIDNEY OH)
OH
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SIDNEY OH)
OH
11/22/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SIDNEY OH)
GA
06/06/1994 - 12/06/1999
WMA SECURITIES, INC. (DULUTH GA)
FL
08/30/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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