Unclaimed
Tod A. Bisher is a financial advisor with J.p. Morgan Securities LLC. Tod has been working in the financial services industry since June 14, 2004. Tod is registered with the following regulators: FINRA, New York, Ohio, and Texas. Tod holds the following licenses: Series 7, 9, 10, 66 and SIE. Tod has experience working with a variety of clients, including individuals, corporations, charitable organizations, insurance companies, pension plans and labor unions. Tod is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
10/15/2018 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
08/17/2015 - 11/07/2016
PNC INVESTMENTS (COLUMBUS OH)
OH
03/24/2010 - 02/02/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
MA
04/18/2008 - 03/06/2009
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
OH
04/03/2000 - 08/07/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DUBLIN OH)
BOTH
Issued 10/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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