Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Robert MacHowiak is a financial advisor at Charles Schwab & CO., Inc. in Avon, Indiana. Todd has been in the financial services industry for 18 years. His previous employment includes OptionsXpress, Inc. and Ameriprise Financial Services, Inc. Todd has successfully passed several securities exams including the Series 66, Series 24, Series 4, Series 10, Series 9, Series 3, and Series 7. Todd is also a registered arbitrator with FINRA. He is registered to sell securities in Indiana and California.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
04/09/2010 - Present
Charles Schwab & CO., Inc. (Avon IN)
IN
03/25/2014 - 08/28/2015
OPTIONSXPRESS, INC. (INDIANAPOLIS IN)
MN
07/27/2005 - 09/14/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/27/2005 - 09/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2013
Series 4 - Registered Options Principal Examination
BC
Issued 11/20/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2014
Series 3 - National Commodity Futures Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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