Unclaimed
Todd Jensen is a financial professional with over 30 years of experience in the industry. Todd is a registered representative with Principal Securities, Inc. and has a Series 6, 7, and 63 licenses. He is also a Chartered Financial Consultant. Todd is registered to conduct business in Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Nebraska, Oklahoma, South Dakota, and Wyoming. He specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and charitable organizations. Todd's commitment to providing exceptional client service and his deep understanding of the financial markets make him a valuable resource for clients seeking to achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
06/24/2005 - Present
Principal Securities, Inc. (MINDEN NE)
BC
Issued 02/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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