Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Perttula is a financial advisor with Charles Schwab & CO., Inc. Todd has over 25 years of experience in the financial services industry. Todd specializes in providing financial planning, investment management and selection of other advisors. Previously Todd was registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, J.P. MORGAN SECURITIES LLC, FIDELITY BROKERAGE SERVICES LLC, and CHARLES SCHWAB & CO., INC. Todd is currently registered in Colorado, Florida, Michigan, New York, North Carolina, Ohio, and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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MI
06/24/2022 - Present
Charles Schwab & CO., Inc. (Novi MI)
MI
10/04/2016 - 11/05/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Novi MI)
MI
09/09/2014 - 08/31/2016
J.P. MORGAN SECURITIES LLC (BRIGHTON MI)
MI
08/19/2014 - 08/26/2014
FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)
MI
08/21/2013 - 08/18/2014
CHARLES SCHWAB & CO., INC. (ANN ARBOR MI)
NJ
01/07/2013 - 07/18/2013
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
OH
12/05/2007 - 01/08/2013
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
MI
04/13/2007 - 07/13/2007
ALLSTATE FINANCIAL SERVICES, LLC (DEARBORN MI)
MI
03/21/2001 - 03/12/2007
FIDELITY BROKERAGE SERVICES LLC (NOVI MI)
NE
11/11/1994 - 02/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MI
06/10/1994 - 09/29/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 09/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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