Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice Olivia Todd is a financial advisor with National Financial Services LLC. She is based in Boston, MA and has been in the industry since November 10, 2014. Alice has passed the Series 6, 7 and 63 exams and is currently registered with FINRA. Prior to joining National Financial Services LLC, Alice was a financial advisor with Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation in Concord, NH.
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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MA
01/29/2019 - Present
National Financial Services LLC (BOSTON MA)
NH
09/23/2014 - 12/10/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
09/23/2014 - 12/10/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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