Unclaimed
Todd Gordon Oldham is a financial advisor with over 17 years of experience in the industry. Todd is currently registered with Eagle Strategies LLC and has been with the firm since April 2009. Todd is also registered with the state of Texas as an Investment Advisor Representative. Previously, Todd was registered with PARK AVENUE SECURITIES LLC, from July 2005 to April 2007. Todd specializes in working with high-net-worth individuals, corporations, 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.
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 9/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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