Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Foster Paradise is a financial advisor with over 20 years of experience in the industry. Todd is currently registered with WPG Financial Group, LLC and holds the Series 6, 7, 63 and 65 securities licenses, as well as the SIE. Todd is a Certified Financial Planner. Prior to joining WPG Financial Group, LLC, Todd worked with United Planners' Financial Services of America, Cambridge Investment Research, Inc. and Woodbury Financial Services, Inc. Todd is also an independent insurance agent. Todd specializes in working with individuals, high-net-worth individuals, corporations, 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
01/16/2024 - Present
WPG Financial Group, LLC (BALTIMORE MD)
AZ
10/18/2018 - 06/25/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
MD
11/16/2012 - 11/05/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (BALTIMORE MD)
MD
04/22/2005 - 11/20/2012
WOODBURY FINANCIAL SERVICES, INC. (BALTIMORE MD)
NY
08/17/2000 - 04/28/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 03/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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