Unclaimed
Todd Praschan is a financial advisor with SPC. Todd is licensed in Michigan, and also registered to provide investment advisory services in Colorado, Florida, Louisiana, Michigan, Ohio, and Oregon. Todd has been a registered investment advisor for over 27 years and has experience in financial planning, portfolio management, and educational seminars. Todd provides financial services through SPC and Sigma Financial Corporation. In addition, Todd is also a Life & Health agent for Colony Street Capital.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
02/10/2011 - Present
SPC (Howell MI)
MI
01/11/1995 - 07/01/1998
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
AZ
12/14/1992 - 01/09/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
09/09/1991 - 01/08/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/09/1991 - 01/08/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 06/21/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/27/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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