Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Edward Holden is a financial advisor with over 20 years of experience in the industry. Todd Holden is registered with LPL Financial LLC. The advisor holds the Series 6, 7, 63, and 65 licenses. Todd Holden has previously worked for Woodbury Financial Services, Inc. and SII INVESTMENTS, INC. The advisor has a wide range of experience and expertise in various financial services. Todd Holden specializes in working with individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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
WI
02/14/2018 - Present
LPL Financial LLC (JANESVILLE WI)
WI
02/01/2017 - 02/14/2018
SII INVESTMENTS, INC. (Janesville WI)
WI
07/01/2005 - 02/03/2017
WOODBURY FINANCIAL SERVICES, INC. (JANESVILLE WI)
NY
10/05/2001 - 07/20/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 11/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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