Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Chandler Martin is a financial advisor with Osaic Wealth, Inc. with over 15 years of experience in the financial services industry. Todd is a Certified Financial Planner and holds Series 6, 7, and 66 securities licenses as well as the SIE exam. Todd has worked with clients of various sizes, including individuals, corporations, and charitable organizations. His experience spans various firms including Commonwealth Financial Network and Vanguard Marketing Corporation. Todd works with individuals and families, as well as businesses and institutions, to help them achieve their financial goals. Todd is committed to providing his clients with personalized financial advice and helping them build a secure financial future.
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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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
PA
02/12/2015 - 03/29/2021
COMMONWEALTH FINANCIAL NETWORK (EXTON PA)
PA
10/14/1999 - 06/04/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 04/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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