Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Micklovich is a financial advisor with Fidelity Personal and Workplace Advisors. Todd has been in the financial services industry for over 17 years. Todd is a Certified Financial Planner and holds Series 7, 24, 30, 31 and 66 licenses. Todd has a wide range of experience and has worked in the financial industry for 17 years. Todd helps individuals, families, and businesses with their financial planning needs.
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
03/09/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
11/14/2005 - 04/02/2015
CANTELLA & CO., INC. (BOSTON MA)
BOTH
Issued 12/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 02/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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