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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Todd is a financial advisor with Morgan Stanley, based in Salisbury, MD. Kristopher has been in the financial services industry since 2010 and is registered with the Securities and Exchange Commission (SEC) and various states. Kristopher offers a variety of financial planning services, including asset allocation, retirement planning, college savings, and estate planning. Kristopher is also a registered investment advisor (RIA) and can provide investment advice on a fee-only basis. Prior to joining Morgan Stanley, Kristopher worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
08/02/2023 - Present
Morgan Stanley (Salisbury MD)
MD
09/01/2011 - 07/24/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCEAN CITY MD)
MD
01/07/2010 - 09/09/2011
MORGAN STANLEY SMITH BARNEY (SALISBURY MD)
BOTH
Issued 02/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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