Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd E. Sage is a financial professional with experience in the industry. Todd has been registered with the Financial Industry Regulatory Authority (FINRA) since 2013 and currently works at The Huntington Investment Co. in Alliance, Ohio. Todd holds Series 6, 63, and SIE licenses, as well as Series 6TO. Todd is a licensed advisor in the state of Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/27/2020 - Present
THE Huntington Investment Co. (ALLIANCE OH)
OH
03/11/2019 - 08/11/2020
CITIZENS SECURITIES, INC. (CANTON OH)
OH
06/19/2013 - 06/06/2014
THE HUNTINGTON INVESTMENT COMPANY (SEBRING OH)
BC
Issued 04/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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