Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Gaswick is an experienced financial advisor with over 20 years of experience in the industry. Todd is currently registered with Osaic Wealth, Inc., and holds both Series 6 and Series 63 licenses. Todd has a strong track record of providing financial advice to individuals, families, and businesses. Todd's previous experience includes working with Securities America, Inc. and First Command Financial Planning, Inc. Todd's expertise includes financial planning, portfolio management, and retirement planning. Todd is committed to providing personalized financial advice that meets the unique needs of each client.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LA VISTA NE)
NE
11/13/2014 - 06/14/2024
SECURITIES AMERICA, INC. (LA VISTA NE)
NE
01/01/2004 - 12/17/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (PAPILLION NE)
IA
Issued 11/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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