Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Douglas Boley is a financial advisor with over 28 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has previously been associated with Securities America, Inc., Investors Security Company, Inc., H. Beck, Inc., Mutual Service Corporation, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company and NYLIFE Securities Inc. Todd is licensed to provide financial advice in 10 states. He holds the Series 6, SIE, and Series 63 licenses.
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
DC
06/14/2024 - Present
Osaic Wealth, Inc. (WASHINGTON DC)
DC
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (WASHINGTON DC)
DC
08/05/2002 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (WASHINGTON DC)
MD
01/22/1998 - 08/14/2002
H. BECK, INC. (ROCKVILLE MD)
MA
07/18/1996 - 12/31/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
06/03/1996 - 08/20/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/03/1996 - 08/20/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MD
05/26/1992 - 08/31/1992
H. BECK, INC. (ROCKVILLE MD)
NY
11/11/1991 - 05/19/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 04/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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