Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Holquist is an investment advisor representative associated with LPL Financial LLC. Todd has been in the securities industry since 2005 and currently works in the Bingham Farms, MI office. Todd is also registered with the state of Michigan as an investment advisor representative. Prior to working at LPL Financial LLC, Todd was associated with Northwestern Mutual Investment Services, LLC, J.P. Morgan Securities Inc., and Banc One Securities Corporation. Todd is licensed to provide investment advisory services in Arizona, California, Colorado, Florida, Indiana, and Michigan.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
12/06/2012 - Present
LPL Financial LLC (BINGHAM FARMS MI)
MI
09/19/2008 - 11/30/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
MI
07/01/2006 - 07/02/2008
J.P. MORGAN SECURITIES INC. (GROSSE POINTE MI)
MI
12/06/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (GROSSE POINT MI)
BOTH
Issued 12/31/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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