Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Johnston Fennick is a financial advisor with over 25 years of experience in the financial services industry. Todd is currently registered with LaSalle St. Investment Advisors, LLC and has been with the firm since September 2018. Prior to that, Todd was a financial advisor at Sterne Agee Investment Advisor Services, Inc. and WRP Investments, Inc. Todd holds Series 6, 62 and 63 securities licenses and is a licensed insurance agent. Todd specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, businesses, and pension plans. Todd's current registrations include California, Florida, Indiana, Maryland, North Carolina, Ohio, Pennsylvania, and Texas.
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.
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.
1
2
IL
09/04/2018 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
PA
09/12/2014 - 09/04/2018
SA STONE WEALTH MANAGEMENT INC. (NEW CASTLE PA)
PA
01/02/2009 - 09/12/2014
WRP INVESTMENTS, INC. (NEW CASTLE PA)
PA
10/01/1997 - 12/31/2008
COMMONWEALTH FINANCIAL NETWORK (NEW CASTLE PA)
IN
02/14/1996 - 10/28/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/14/1996 - 10/28/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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