Unclaimed
Todd Villeneuve is a financial advisor with The Leaders Group, Inc., based in LITTLETON, Colorado. Todd has been in the financial services industry since July 3, 2000. He holds FINRA Series 6, 7, 24, 26, and 63 licenses, and is registered with the state of Minnesota. Prior to joining The Leaders Group, Inc. Todd was a registered representative for a number of firms including UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, PROEQUITIES, INC., FIRST LIBERTIES FINANCIAL, AMERITAS INVESTMENT CORP., CAPITAL BROKERAGE CORPORATION, PRUCO SECURITIES CORPORATION, and FBL MARKETING SERVICES, INC.
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.
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.
1
2
CO
04/06/2023 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MN
04/24/2020 - 10/05/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ROCHESTER MN)
MN
04/12/2013 - 04/07/2020
PROEQUITIES, INC. (ROCHESTER MN)
TX
09/15/2010 - 12/23/2011
FIRST LIBERTIES FINANCIAL (DALLAS TX)
MN
02/18/2004 - 08/14/2008
AMERITAS INVESTMENT CORP. (ROCHESTER MN)
VA
10/18/2001 - 02/12/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NJ
06/10/1998 - 05/14/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
01/20/1995 - 05/08/1997
FBL MARKETING SERVICES, INC. (WEST DES MOINES IA)
BC
Issued 02/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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