Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Charles Terhorst is a financial advisor with over 30 years of experience in the industry. Todd is currently registered with Osaic Wealth, Inc. and has previously been registered with Securities America, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Todd holds a variety of licenses and certifications, including the Series 6, 7, 24, 31, 63, 65, and SIE exams. Todd also holds the designations of Certified Financial Planner and Chartered Financial Consultant. Todd's practice focuses on providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Todd's practice is based in St. Louis Park, Minnesota.
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
MN
06/14/2024 - Present
Osaic Wealth, Inc. (ST LOUIS PARK MN)
MN
06/16/2003 - 06/14/2024
SECURITIES AMERICA, INC. (ST LOUIS PARK MN)
NY
01/26/1994 - 06/20/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/26/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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