Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Andrew Mitchell is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Todd has been in the securities industry since October 29, 2006. Todd has Series 7, Series 63, and Series 65 licenses. In addition to the current role, Todd was previously employed by Foreside Financial Services, LLC, Northern Lights Distributors, LLC, VP Distributors LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Winslow, Evans & Crocker, Inc. Todd is also a consultant for Coleman Research, providing consulting services to hedge funds.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
08/08/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
CT
08/06/2018 - 07/31/2023
FORESIDE FINANCIAL SERVICES, LLC (Glastonbury CT)
NE
10/31/2017 - 03/16/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CT
08/25/2008 - 09/13/2017
VP DISTRIBUTORS LLC (HARTFORD CT)
CT
11/09/2006 - 08/04/2008
METLIFE SECURITIES INC. (WETHERSFIELD CT)
CT
11/09/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
MA
08/08/2006 - 10/02/2006
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
IA
Issued 02/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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