Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Voit is an investment advisor representative with Annex Wealth Management, LLC. Todd has been in the financial services industry since 1986 and has a wide range of experience, including working with individuals, families, and businesses. Todd is also a Certified Financial Planner® professional. Todd has a Series 7, Series 3, and Series 63 license, as well as a Series 24 principal license. Todd is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.
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.
Consultation for a fee
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
WI
12/23/2020 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
02/11/2002 - 10/08/2004
SII INVESTMENTS, INC. (APPLETON WI)
GA
10/22/1998 - 02/12/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
WI
08/13/1996 - 10/22/1998
SII INVESTMENTS, INC. (APPLETON WI)
AL
06/16/1987 - 08/12/1996
PROEQUITIES, INC. (BIRMINGHAM AL)
NA
09/24/1986 - 06/23/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 10/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1989
Series 24 - General Securities Principal Examination
BC
Issued 06/09/2020
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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