Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Franklin Hearp is a registered investment advisor representative with Equity Services, Inc., a financial services firm headquartered in Montpelier, Vermont. Todd has been a registered representative since 1994, and has been with Equity Services, Inc. since 1999. Todd specializes in providing financial planning services to individuals, high net worth individuals, corporations, and other 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
03/09/1999 - Present
Equity Services, Inc. (ROANOKE VA)
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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