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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Mathew Schlappi is a financial advisor currently associated with Global Retirement Partners LLC. Todd has been in the financial services industry since 2000. Prior to his current role, Todd was registered with PURSHE KAPLAN STERLING INVESTMENTS, RAYMOND JAMES FINANCIAL SERVICES, INC. and PRINCOR FINANCIAL SERVICES CORPORATION. Todd has passed the Series 6, 7, 63 and 66 exams and the SIE exam. Todd provides financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.
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.
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CA
06/09/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
UT
12/05/2011 - 09/06/2018
PURSHE KAPLAN STERLING INVESTMENTS (LEHI UT)
AZ
03/20/2009 - 10/17/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
UT
12/21/2000 - 03/23/2009
PRINCOR FINANCIAL SERVICES CORPORATION (LEHI UT)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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