Unclaimed
Todd MacDonald is an investment advisor representative associated with State Farm Investment Management Corp. Todd MacDonald has been in the securities industry since November 2007. Todd MacDonald is registered with the state of Illinois. Todd MacDonald is also registered with the states of Indiana, Iowa, and Wisconsin. In addition to Todd MacDonald's investment advisor representative responsibilities, Todd MacDonald owns and operates Todd MacDonald's Insurance Agency. Todd MacDonald is an insurance agent and has been in the insurance industry since January 2011.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/09/2021 - Present
State Farm Investment Management Corp. (Lisle IL)
IA
Issued 12/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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