Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd M. Vincent is a financial advisor at Commonwealth Financial Network. Todd has been in the financial services industry since December 1996 and is registered to offer securities and investment advisory services in 20 states and the District of Columbia. Todd holds the Series 63, Series 66, Series 7, and SIE licenses. Todd is a member of the Financial Industry Regulatory Authority (FINRA). In addition to providing investment advice, Todd also helps clients with financial planning, insurance sales, and real estate investment. Todd is a co-owner of several businesses, including a commercial real estate management company and a wedding venue.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
11/29/2022 - Present
Commonwealth Financial Network (Temple TX)
TX
12/03/1996 - 12/01/2022
EDWARD JONES (TEMPLE TX)
BOTH
Issued 01/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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