Unclaimed
Todd Monahan is a financial advisor with over 20 years of experience in the industry. Todd holds licenses for both Broker/Dealer and Investment Advisor, and he is currently registered with Alight Financial Solutions, LLC. Before joining Alight Financial Solutions, LLC, Todd was a registered representative for EMPOWER FINANCIAL SERVICES, INC. and PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC. Todd is a Series 6, Series 26, and Series 63 licensed representative. Todd is dedicated to helping individuals and families achieve their financial goals.
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.
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.
1
2
NC
04/30/2024 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
PA
04/04/2022 - 03/11/2024
EMPOWER FINANCIAL SERVICES, INC. (Scranton PA)
PA
09/05/2012 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Scranton PA)
PA
07/22/1998 - 06/27/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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