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Lisa Maureen Todd

MML Strategic Distributors, LLC

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About Lisa Maureen Todd

Lisa Maureen Todd is a financial professional with over 18 years of experience in the financial services industry. Lisa is currently registered with MML Strategic Distributors, LLC and has previously held positions with MML Investors Services, LLC, Pacific Select Distributors, Inc., John Hancock Distributors LLC, American Express Financial Advisors Inc., IDS Life Insurance Company and Hartford Equity Sales Company Inc.. Lisa has passed the Series 6, Series 63, Series 26, and SIE exams. Lisa holds an active Series 63 license in Massachusetts.

Firm Information

Lisa Todd is currently registered with MML Strategic Distributors, LLC. MML Strategic Distributors, LLC is a Limited Liability Company formed on June 7, 2013. The firm is registered in 52 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Lisa Todd’s Registration & Firm History

MA

01/06/2021 - Present

MML Strategic Distributors, LLC (Boston MA)

MA

12/11/2013 - 01/25/2021

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

CA

09/14/2012 - 07/30/2013

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

MA

10/10/2006 - 08/01/2012

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MN

09/29/1998 - 11/25/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/29/1998 - 11/25/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

CT

03/06/1996 - 08/28/1998

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 11/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Maureen Todd.
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