Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Reno is a financial advisor who has been in the industry since 1996. Todd has a strong background in both securities and investment advisory services. He is currently registered with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Todd works with a variety of clients including individuals, high net worth individuals, insurance companies, charitable organizations, corporations, and pension and profit sharing plans. He provides a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management.
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.
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
TX
04/07/2017 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MI
02/01/2017 - 04/10/2017
THE HUNTINGTON INVESTMENT COMPANY (CADILLAC MI)
MI
04/01/2008 - 02/01/2017
LPL FINANCIAL LLC (CADILLAC MI)
MI
12/03/2001 - 04/03/2008
LASALLE FINANCIAL SERVICES, INC. (BAY CITY MI)
MI
07/21/2000 - 01/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
09/16/1998 - 07/14/2000
EDWARD JONES (ST. LOUIS MO)
MI
07/22/1996 - 09/15/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 07/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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