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 Rosen is an investment advisor representative with LPL Financial LLC. Todd has been in the securities industry since June 2005 and has experience working for a number of firms including VOYA Financial Advisors, Inc. and ING Financial Advisors, LLC. Todd is registered in 27 states. Todd's office is located at 180 Glastonbury Blvd in Glastonbury, CT.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
CT
08/04/2022 - Present
LPL Financial LLC (GLASTONBURY CT)
CT
12/17/2010 - 08/04/2022
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
06/28/2007 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
12/06/2005 - 06/21/2007
METLIFE SECURITIES INC. (WESTBORO MA)
MA
12/06/2005 - 06/21/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTBORO MA)
NJ
06/16/2005 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 07/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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