Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Balber is a financial advisor with World Equity Group, Inc. Todd has been in the securities industry since August 1995. Todd is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor (IA). Todd holds the Series 63 and Series 65 licenses. Todd is also a Certified Financial Planner (CFP). Todd specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Todd has a total of 32 state registrations, including Illinois, Arizona, Arkansas, California, Florida, Georgia, Indiana, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Todd is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Todd has been employed by World Equity Group, Inc. since September 1997. Todd is based in Schaumburg, Illinois.
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.
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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2
IL
08/17/2018 - Present
World Equity Group, Inc. (Schaumburg IL)
MO
08/23/1995 - 10/01/1997
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 02/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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