Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd John Schlichting is a financial advisor at Concourse Financial Group Securities, Inc.. Todd has been working in the financial industry since 1981 and holds a Series 6, Series 22, Series 63 and SIE license. Todd has previously been registered with Associated Financial Services, Inc., LPL Financial Corporation, Waterstone Financial Group, Inc., Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Todd is currently registered in Illinois, Montana, Texas, Washington and Wisconsin.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
04/18/2012 - Present
Concourse Financial Group Securities, Inc. (PEARL CITY IL)
IL
08/03/2010 - 11/28/2011
ASSOCIATED FINANCIAL SERVICES, INC. (FREEPORT IL)
IL
09/08/2009 - 07/28/2010
LPL FINANCIAL CORPORATION (FREEPORT IL)
IL
05/19/2000 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (FREEPORT IL)
MA
04/13/1981 - 05/12/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/13/1981 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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