Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Christopher Martin is a financial advisor who has been working in the financial industry since 1993. Todd is currently registered with Osaic Wealth, Inc. in Arizona and Texas. Todd has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. 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.
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.
1
2
AZ
09/24/2021 - Present
Osaic Wealth, Inc. (Tempe AZ)
AZ
06/13/2001 - 09/24/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (TEMPE AZ)
IA
04/12/2000 - 06/20/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NE
05/04/1995 - 04/07/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NA
04/14/1994 - 04/10/1995
BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION
NA
11/23/1992 - 08/13/1993
AMERINATIONAL FINANCIAL SERVICES, INC.
BOTH
Issued 10/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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