Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Leonard Wachtel is a financial advisor with TLG Advisors, Inc. Todd has been working in the financial industry since 2002 and is currently registered in Georgia. Todd has experience in investment advisory, financial planning, and pension consulting. Todd is a Chartered Financial Consultant and holds the Series 6, 7, 63, 66, and SIE licenses. He has worked with companies like HORNOR, TOWNSEND & KENT, LLC, AXA ADVISORS, LLC, and EQ FINANCIAL CONSULTANTS, INC. Todd and TLG Advisors work with a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Placement of institutional funds
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
GA
08/05/2022 - Present
TLG Advisors, Inc. (Dunwoody GA)
FL
10/27/2008 - 12/04/2020
HORNOR, TOWNSEND & KENT, LLC (BONITA SPRINGS FL)
GA
04/13/2000 - 05/06/2008
AXA ADVISORS, LLC (ALPHARETTA GA)
NY
03/08/1999 - 07/07/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/08/1999 - 07/07/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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