Verified
Todd Lesage is a financial advisor in Independence, Missouri and has been in the industry since February 2003. Todd is currently registered with Edward Jones and has been with the firm since September 2023. Todd is also registered with the states of Texas, Arizona, Arkansas, California, Colorado, Florida, Idaho, Kansas, Louisiana, Michigan, Missouri, Nebraska, New Mexico, Oregon, South Dakota, Tennessee, and Texas. Previously, Todd was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, CFD INVESTMENTS, INC. and FIRST ALLIED SECURITIES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
09/29/2023 - Present
Edward Jones (Independence MO)
KS
03/12/2019 - 09/29/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
MO
09/30/2011 - 02/05/2019
CFD INVESTMENTS, INC. (Raytown MO)
MO
07/29/2008 - 10/17/2011
FIRST ALLIED SECURITIES, INC. (KANSAS CITY MO)
MO
05/23/1996 - 11/30/2001
DST SECURITIES, INC. (KANSAS CITY MO)
BOTH
Issued 05/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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