Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Owen Loudenslager is a financial advisor registered with J. W. Cole Advisors, Inc. Todd has been in the financial services industry since July 4, 2016. Todd has worked as a financial advisor with Mutual of Omaha Investor Services, Inc., and is a registered representative of J. W. Cole Advisors, Inc. with a branch office in Tampa, FL. Todd is licensed in Arizona, Delaware, Minnesota, New Jersey, Ohio, and Wisconsin. Todd holds Series 6, Series 63, Series 65, and SIE licenses. J. W. Cole Advisors, Inc. provides financial planning, portfolio management, and educational seminars.
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.
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.
Hourly & fixed rate consulting
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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2
FL
05/15/2020 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
MN
07/05/2016 - 05/15/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BLOOMINGTON MN)
IA
Issued 08/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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