Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Oldham is a financial advisor with Eagle Strategies LLC, a firm that provides investment advice services to individuals, businesses, and charitable organizations. Todd has been in the financial industry since 2005. He is registered to offer financial advice in Illinois, Texas, California, District of Columbia, Florida, Indiana, Iowa, Michigan, Missouri, Nevada, North Carolina, Oregon, Washington, and Wisconsin. Todd specializes in financial planning, pension consulting, and portfolio management for individuals. He is also a Certified Financial Planner. Todd has experience with a variety of financial products and services, including investment company products, variable contracts, and general securities.
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.
A percentage of the total value of assets under management is charged.
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IL
05/09/2023 - Present
Eagle Strategies LLC (Deerfield IL)
IL
07/25/2005 - 04/03/2007
PARK AVENUE SECURITIES LLC (OAKBROOK TERRACE IL)
BC
Issued 09/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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