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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tod? Claim Your ProfileTod Francis Wilson has been in the financial services industry since September 1995. Wilson is currently registered as an investment advisor representative with Wells Fargo Clearing Services, LLC and has branch office locations in Pensacola, Florida. Wilson is also registered in several states as a broker. Wilson is licensed to provide investment advice and securities products. Wilson has experience with a variety of client types, including high net worth individuals, corporations, and charitable organizations. Wilson's previous employers include Morgan Stanley DW Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
Investment consulting services to institutional clients
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.
1
2
FL
10/14/2010 - Present
Wells Fargo Clearing Services, LLC (PENSACOLA FL)
NY
09/08/1995 - 09/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
09/08/1995 - 11/08/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/08/1995 - 11/08/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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