Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Avrom Chalem is a financial advisor with LPL Financial LLC in CHICAGO, IL. Todd has been in the financial services industry since February 2010. Todd has a Series 6, Series 7, Series 63, and Series 65 licenses and is registered to provide securities and investment advisory services in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, New Hampshire, New York, Tennessee, Texas, Utah, Washington, and Wisconsin. Prior to joining LPL Financial LLC, Todd was a financial advisor at MML INVESTORS SERVICES, LLC and MSI FINANCIAL SERVICES, INC. Todd provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for businesses and individuals.
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
IL
03/11/2020 - Present
LPL Financial LLC (CHICAGO IL)
IL
03/25/2017 - 03/13/2020
MML INVESTORS SERVICES, LLC (Chicago IL)
IL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
02/02/2010 - 01/02/2015
NEW ENGLAND SECURITIES (CHICAGO IL)
IA
Issued 11/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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