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 Kimpel is an investment advisor representative with Commonwealth Financial Services. Todd has been in the financial services industry for over 40 years and has experience in various areas including financial planning, pension consulting, and portfolio management for individuals and businesses. Todd holds multiple licenses and designations, including Series 6, 7, 22, 24, 63, and 65. Todd is also a Chartered Financial Consultant. Commonwealth Financial Services is a Registered Investment Adviser and has been in business since 1979, providing financial planning and wealth management services to individuals, families, and businesses.
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.
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.
Lending services and financial institution consulting 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.
A percentage of the total value of assets under management is charged.
1
2
WV
04/14/2023 - Present
Commonwealth Financial Services (PARKERSBURG WV)
WV
06/01/2017 - 04/28/2023
SECURITIES AMERICA, INC. (Wheeling WV)
WV
04/01/2003 - 06/06/2017
LPL FINANCIAL LLC (WHEELING WV)
NY
11/07/1983 - 04/14/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/07/1983 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Todd Kimpel is the right advisor for you? Invested Better is here to help.
