Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Edward Todd is a securities professional with over 10 years of experience in the financial industry. He is currently registered with Brighthouse Securities, LLC in Charlotte, NC and holds a Series 6, Series 63, and SIE licenses. Alan has a strong track record of success in providing financial advice to individuals and families. He is committed to helping his clients achieve their financial goals by providing personalized and comprehensive financial planning services.
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.
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NC
10/18/2019 - Present
Brighthouse Securities, LLC (CHARLOTTE NC)
NC
12/19/2012 - 10/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 06/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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