Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Arthur Slingerland is a financial advisor with over 30 years of experience in the industry. Todd holds both Series 6 and 7 licenses, along with Series 63 and 65 licenses, as well as a Series 24. Todd is registered with LPL Financial LLC. Todd's previous affiliations include VOYA FINANCIAL ADVISORS, INC., WADDELL & REED, INC., and JOHN HANCOCK DISTRIBUTORS, INC.. Todd is licensed in 48 states and is a CFP (Certified Financial Planner). Todd provides a range of services including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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2
NY
01/04/2024 - Present
LPL Financial LLC (ALBANY NY)
NY
04/08/2003 - 08/22/2016
VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)
KS
02/03/1995 - 04/15/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
06/06/1989 - 02/24/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/06/1989 - 02/24/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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