Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Alexander Bragg is a financial professional with over 17 years of experience in the financial services industry. Todd is currently registered with Capital Analysts in Braintree, Massachusetts. Todd has a Series 7, Series 66 and SIE license and is also a Registered Investment Advisor in Massachusetts. Prior to joining Capital Analysts, Todd was employed by CAPITAL ANALYSTS, INCORPORATED. Todd provides services to individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
08/27/2012 - Present
Capital Analysts (Braintree MA)
MA
03/29/2006 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (QUINCY MA)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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