Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Jerome Jessop is a financial advisor based in Churchville, NY. Todd has been working in the financial services industry since 1993. He is currently registered with Lifemark Securities Corp. in Churchville, NY and Leesburg, VA. Todd previously worked for CADARET, GRANT & CO., INC. in Churchville, NY, SIGNATOR INVESTORS, INC. in Boston, MA, and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY in Boston, MA. Todd offers a variety of financial services, including financial planning, portfolio management for individuals, and selection of other advisors.
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.
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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2
NY
08/23/2021 - Present
Lifemark Securities Corp. (Churchville NY)
NY
12/19/2003 - 10/06/2006
CADARET, GRANT & CO., INC. (CHURCHVILLE NY)
MA
09/14/1993 - 01/16/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/14/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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