Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Christopher Mills is a financial advisor who has been in the industry since 1998. Todd is currently registered with TD Private Client Wealth LLC and has a total of 18 approved state registrations. Todd has held previous positions at BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., MCDONALD INVESTMENTS INC., DEAN WITTER REYNOLDS INC., and SALOMON SMITH BARNEY INC. Todd has experience providing financial advice to individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
04/23/2013 - Present
TD Private Client Wealth LLC (Portsmouth NH)
ME
10/20/2004 - 04/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND ME)
NY
12/10/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
OH
04/05/2001 - 12/15/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
08/30/1999 - 01/30/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
04/11/1994 - 09/01/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 12/18/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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