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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Charles Murphy is a financial advisor with Equitable Advisors, LLC. Todd has been in the financial services industry since 2015. Todd is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC. Todd has a Series 7, Series 63, and Series 65 license, as well as a Series 24 license. Todd is also registered in 8 states. Todd specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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
CT
08/06/2024 - Present
Equitable Advisors, LLC (MILFORD CT)
CT
02/20/2020 - 03/10/2021
PRUCO SECURITIES, LLC. (SHELTON CT)
CT
05/03/2019 - 02/26/2020
HORNOR, TOWNSEND & KENT, LLC (WILTON CT)
CT
09/14/2015 - 05/08/2019
AXA ADVISORS, LLC (HAMDEN CT)
DE
07/27/2012 - 09/26/2012
GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)
BC
Issued 08/08/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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