Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Fincannon is a financial advisor registered with Osaic Wealth, Inc. Todd specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Todd has been in the financial industry since 2000, previously holding positions at Woodbury Financial Services, Inc., Uhlmann Price Securities, LLC, and Royal Alliance Associates, Inc.
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.
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2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (MERRILLVILLE IN)
IN
09/27/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MERRILLVILLE IN)
IL
01/09/2012 - 09/28/2016
UHLMANN PRICE SECURITIES, LLC (SKOKIE IL)
IN
01/11/2005 - 12/19/2011
ROYAL ALLIANCE ASSOCIATES, INC. (MERRILLVILLE IN)
AZ
10/01/2002 - 02/10/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
01/22/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
09/25/2000 - 01/09/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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