Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Winchell is an investment advisor representative who has been in the industry since November 2015. Todd is currently registered with The Huntington Investment Co. and is licensed in Ohio. Todd has previously been registered with LPL Financial LLC, Citizens Securities, Inc., and First Investors Corporation. Todd has experience in a variety of financial services, including portfolio management for individuals and businesses. Todd has held a Series 6, 7, 63, 66, 52, 24, 4 and 53 license. Todd is committed to providing his clients with the highest level of service and expertise.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/27/2022 - Present
THE Huntington Investment Co. (Strongsville OH)
NY
02/16/2018 - 09/26/2019
LPL FINANCIAL LLC (ROCHESTER NY)
NY
10/21/2015 - 07/03/2017
CITIZENS SECURITIES, INC. (ROCHESTER NY)
NY
11/03/2014 - 06/23/2015
FIRST INVESTORS CORPORATION (ROCHESTER NY)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/18/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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