Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Schultz is a financial advisor with MML Investors Services, LLC. Todd has been in the financial services industry since 1996. Todd is registered with the state of Ohio and holds the following licenses: Series 6, 7, 63 and 65. Todd's experience includes working with John Hancock Distributors LLC and Valmark Securities, Inc. Todd specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. He also provides financial planning, asset allocation programs, pension consulting, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
OH
07/07/2022 - Present
MML Investors Services, LLC (Solon OH)
OH
03/11/2019 - 10/04/2021
VALMARK SECURITIES, INC. (CLEVELAND OH)
MA
07/14/1999 - 01/04/2018
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
11/28/1989 - 08/14/1990
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
CT
04/02/1986 - 12/21/1989
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NA
04/02/1986 - 10/07/1987
AETNA LIFE INSURANCE AND ANNUITY COMPANY
IA
Issued 05/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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