Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Barrett O'Connell is an investment advisor representative with Bankers Life Advisory Services, Inc. Todd has been in the securities industry since January 24, 2005, with previous employment at ProEquities, Inc. and Uvest Financial Services Group, Inc. Todd's current registrations include registrations as an investment advisor representative in Arizona, California, Florida, Georgia, Illinois, Kentucky, Maine, Massachusetts, New Hampshire, New Jersey, South Carolina, Texas, Vermont, and Virginia. Todd holds the Series 6, 7, 24, 63, and 66 licenses and the SIE exam. Todd is an active member of the securities industry, and currently works at Bankers Life Advisory 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
NH
07/05/2016 - Present
Bankers Life Advisory Services, Inc. (CONCORD NH)
NH
05/24/2010 - 05/26/2016
PROEQUITIES, INC. (CONCORD NH)
NH
02/16/2005 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CONCORD NH)
TX
12/03/2004 - 01/03/2005
AFS BROKERAGE, INC. (AUSTIN TX)
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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