Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Marsell is a financial advisor registered with Assetmark, Inc. Todd has been in the financial services industry for over 18 years. Todd's current registrations are for both broker-dealer and investment advisor activities. This individual advisor works in Concord, CA.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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CA
01/05/2024 - Present
Assetmark, Inc. (CONCORD CA)
IL
11/22/2016 - 10/18/2018
DCM BROKERS, LLC (CHICAGO IL)
IL
12/09/2014 - 08/29/2016
LBMZ SECURITIES, INC. (CHICAGO IL)
IL
07/23/2013 - 11/19/2014
PNC INVESTMENTS (PLAINFIELD IL)
NJ
03/05/2012 - 05/10/2013
HENNION & WALSH, INC. (PARSIPPANY NJ)
MO
10/17/2011 - 02/16/2012
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
CO
03/31/2008 - 07/31/2009
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
IL
10/03/2006 - 04/16/2008
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IL
07/16/2004 - 09/29/2006
FIRST TRUST PORTFOLIOS L.P. (LISLE IL)
BC
Issued 08/08/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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