Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Gregory Raclaw is a financial advisor with Raymond James Financial Services Advisors, Inc. Todd has been in the financial services industry for over 17 years. Todd is a Registered Representative and Investment Advisor Representative. Todd holds the following licenses: Series 7, Series 10, Series 9, Series 63 and Series 65. Todd is registered with the following states: Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Maine, Maryland, Michigan, Missouri, Nevada, New York, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Wisconsin. Todd has experience working with various client types including high-net-worth individuals, corporations, pension plans, and charitable organizations. Prior to joining Raymond James Financial Services Advisors, Inc., Todd was employed with Raymond James & Associates, Inc. and Howe Barnes Hoefer & Arnett, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
08/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (RIVERSIDE IL)
IL
04/01/2011 - 08/05/2019
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
06/15/2005 - 06/28/2011
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
IA
Issued 07/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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