Unclaimed
Todd Shuck is a financial advisor at LPL Financial LLC. Todd has been in the financial industry since October 6, 1986. Todd holds a Series 6 license, a Series 63 license, and a Series 65 license. Todd has been a registered representative with LPL Financial LLC since December 9, 2022. Todd's prior experience includes roles at MML Investors Services, LLC and MSI Financial Services, Inc. Todd is registered to provide investment advice in California, Florida, Indiana, Michigan, Ohio, South Carolina, Texas, and Washington.
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.
1
2
IN
12/09/2022 - Present
LPL Financial LLC (FRANKLIN IN)
IN
03/25/2017 - 12/15/2022
MML INVESTORS SERVICES, LLC (FRANKLIN IN)
IN
10/07/1986 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FRANKLIN IN)
IN
10/07/1986 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FRANKLIN IN)
IA
Issued 02/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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