Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Tevens is a financial advisor with over 20 years of experience in the industry. Todd is currently registered with Osaic Wealth, Inc. and Lawley Retirement Advisors in New York and Pennsylvania. Todd has a strong background in retirement planning and serves as a Managing Director and Retirement Plan Advisor at Lawley Retirement Advisors. Todd is also an Investment Advisor Representative with Osaic Wealth, Inc., where Todd helps clients with individual accounts. In addition to Todd's current roles, Todd has previously worked with CADARET, GRANT & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC, PRINCOR FINANCIAL SERVICES CORPORATION, and ROYAL ALLIANCE ASSOCIATES, INC. Todd's experience and knowledge are a valuable asset to clients seeking retirement planning and investment advice.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/06/2022 - Present
Osaic Wealth, Inc. (BUFFALO NY)
NY
03/06/2013 - 05/10/2022
CADARET, GRANT & CO., INC. (BUFFALO NY)
MA
05/22/2009 - 03/01/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
08/24/2001 - 05/11/2009
PRINCOR FINANCIAL SERVICES CORPORATION (WILLIAMSVILLE NY)
AZ
11/07/2000 - 06/18/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 12/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Tevens is the right advisor for you? Invested Better is here to help.
