Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Patrick Bliss has been a registered securities professional since August 2001. Todd Bliss is currently registered with Fidelity Brokerage Services LLC as an investment advisor representative and securities representative. Previously, Todd Bliss was registered with Putnam Retail Management Limited Partnership and MML Investors Services, Inc.. Todd Bliss has passed the Series 6, 7, 9, 10, 63 and 66 exams. Todd Bliss is currently registered to provide investment advice in 53 states. Todd Bliss has been with Fidelity Personal and Workplace Advisors since July 2018 and has a branch office located in Merrimack, NH.
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.
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.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
12/12/2001 - 02/27/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
08/15/2001 - 12/07/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/8/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/9/2005
Series 7 - General Securities Representative Examination
BC
Issued 8/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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