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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 Michael Shivers is a financial advisor with SPC located in MARYSVILLE, MI. Todd has been in the financial services industry since 2000 and has a broad range of experience. He has a wide variety of designations, including Chartered Financial Consultant. Todd has worked with a variety of clients, including individuals, corporations, and charitable organizations. He provides financial planning, portfolio management, and other advisory services. Todd is registered with the following states: Arizona, Florida, Louisiana, Michigan, and South Carolina. He is also registered with FINRA and the SEC.
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
09/28/2022 - Present
SPC (MARYSVILLE MI)
MN
08/07/2003 - 05/24/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
VA
10/25/2000 - 07/21/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 05/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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