Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Vukovich is a financial professional with over 20 years of experience in the industry. Currently, Todd is a registered representative with Charles Schwab & CO., Inc. in Chicago, Illinois. Todd holds a variety of licenses including Series 3, 4, 7, 9, 10, 34, and 63. Prior to joining Charles Schwab & CO., Inc. Todd was affiliated with Regal Securities, Inc. and Southern Trust Securities, Inc. Todd specializes in providing a variety of financial services, including financial planning and selection of other advisors.
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
IL
09/03/2024 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
10/31/2015 - 10/02/2020
REGAL SECURITIES, INC. (GLENVIEW IL)
GA
02/04/2015 - 07/29/2015
SOUTHERN TRUST SECURITIES, INC. (LAWRENCEVILLE GA)
IL
05/09/2012 - 02/01/2013
SOUTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 09/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/21/2012
Series 4 - Registered Options Principal Examination
BC
Issued 02/11/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 03/23/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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