Unclaimed
Todd Cassidy is a securities professional with over 15 years of experience in the financial industry. Todd Cassidy is currently registered with Brown, Gibbons, Lang & Co. Securities, LLC, a broker-dealer headquartered in Chicago, Illinois. Todd Cassidy has held prior roles at Raymond James & Associates, Inc. and William Blair, both prominent financial institutions. Todd Cassidy holds the Series 7, Series 63, Series 79TO and SIE licenses and is registered with the state of Illinois.
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.
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.
1
2
IL
12/20/2019 - Present
Brown, Gibbons, Lang & Co. Securities, LLC (CHICAGO IL)
IL
02/28/2017 - 11/04/2019
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
08/08/2007 - 02/06/2017
WILLIAM BLAIR (CHICAGO IL)
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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