Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Lee Schossow is a registered Investment Advisor Representative with Brookstone Capital Management LLC based in Wheaton, Illinois. Todd has been in the financial industry since 1996, previously working with Northern Trust Securities, Inc., Advanced Equities, Inc., RBC Capital Markets Corporation, and LaSalle St Securities, L.L.C.. Todd holds licenses in Illinois, and has passed the Series 7, 63, 66, 24, 53, and 4 exams. Todd specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
IL
07/20/2021 - Present
Brookstone Capital Management LLC (WHEATON IL)
IL
09/29/2009 - 02/05/2021
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
04/15/2008 - 11/11/2008
ADVANCED EQUITIES, INC. (CHICAGO IL)
NY
04/05/2004 - 04/22/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
IL
03/12/1998 - 04/01/2004
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IL
08/30/1996 - 03/26/1998
CHICAGO PARTNERSHIP BOARD, INC. (CHICAGO IL)
BOTH
Issued 04/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/16/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/16/2022
Series 4 - Registered Options Principal Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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