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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd C. Williams is a financial advisor with over 10 years of experience in the industry. Currently, Todd Williams is registered with Osaic Wealth, Inc. and is licensed in several states. Todd Williams has also previously worked with other firms, including SAGEPOINT FINANCIAL, INC., WELLS FARGO ADVISORS, LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and AXA ADVISORS, LLC. Todd Williams holds Series 63, 65, 7 and SIE licenses. Todd Williams is a Certified Financial Planner and offers various financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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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TX
05/02/2024 - Present
Osaic Wealth, Inc. (FORT WORTH TX)
TX
10/05/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT WORTH TX)
TX
07/03/2013 - 08/06/2014
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
10/01/2012 - 06/18/2013
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
08/28/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
NY
04/30/2008 - 07/03/2008
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 11/01/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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