Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Whitmore is an investment advisor representative with Packerland Brokerage Services, Inc. Todd has been in the industry since December 1996 and holds licenses in Colorado, Florida, Iowa, Kansas, Nebraska, Nevada, Oregon, Pennsylvania, South Carolina and Wyoming. Todd has a strong background in financial planning, pension consulting and portfolio management for individuals. Todd is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
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2
CO
01/19/2022 - Present
Packerland Brokerage Services, Inc. (EVANS CO)
CO
01/17/2006 - 12/31/2009
HBW SECURITIES LLC (GREELEY CO)
CO
01/02/2004 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (GREELEY CO)
GA
09/11/1996 - 09/30/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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