Unclaimed
Todd Adams is a financial professional with over 20 years of experience in the financial industry. He is currently registered with The Leaders Group, Inc. in Littleton, Colorado. Previously, Todd was registered with ING Financial Partners, Inc. in Schenectady, New York and Tower Square Securities, Inc. in Elmira, New York. Todd holds Series 7, 24 and 63 licenses. His areas of expertise include securities, investments and insurance.
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.
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.
1
2
CO
02/07/2013 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NY
08/03/2010 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (SCHENECTADY NY)
NY
08/23/2002 - 07/12/2010
TOWER SQUARE SECURITIES, INC. (ELMIRA NY)
BC
Issued 03/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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