Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Parker is a Registered Representative with Level Four Advisory Services. Todd has been in the industry since May 2001. Todd is licensed in Arizona, California, Colorado, Florida, Hawaii, Illinois, Iowa, Kansas, Louisiana, Massachusetts, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Texas and Wisconsin. Todd has the Series 7, Series 63, and Series 66 licenses, and has also passed the SIE Exam. Todd is a member of Oklahoma Game Birds LLC, FlexWork, LLC and provides independent insurance sales.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
OK
12/21/2021 - Present
Level Four Advisory Services (Lindsay OK)
OK
09/18/2015 - 09/28/2015
VOYA FINANCIAL ADVISORS, INC. (Lindsay OK)
OK
10/15/2004 - 09/24/2015
HARBOR FINANCIAL SERVICES, LLC (Lindsay OK)
LA
04/17/2002 - 10/19/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
SC
06/14/2001 - 04/09/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
05/01/2001 - 06/14/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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