Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Handley is a financial advisor with Ameriprise Financial Services, LLC in MIDVALE, UT. Todd has been in the financial services industry since 1993. Todd has worked for a number of other firms including MML INVESTORS SERVICES, LLC, PARK AVENUE SECURITIES LLC, and GUARDIAN INVESTOR SERVICES CORPORATION. Todd holds Series 6, 7, 63, and 65 licenses and has passed the Securities Industry Essentials Examination (SIE). Todd specializes in financial planning, asset allocation, and portfolio management for individuals, businesses, trusts, and estates. Todd is also a registered representative with Ameriprise Financial Services, LLC, and a registered investment advisor.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
UT
05/29/2018 - Present
Ameriprise Financial Services, LLC (MIDVALE UT)
UT
11/19/2003 - 05/30/2018
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
NY
05/03/1999 - 12/03/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/26/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/13/1993 - 04/09/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
03/19/1993 - 10/20/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 04/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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