Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Edward Mitchell is a financial advisor with Janney Montgomery Scott LLC. Todd has been in the financial services industry since 1992 and has been registered with the firm since 2009. Todd's previous experience includes working with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Todd is a Series 7, Series 10, Series 31, Series 63, and Series 65 licensed advisor. Todd provides financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Todd is registered in 39 states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MD
01/17/2013 - Present
Janney Montgomery Scott LLC (WESTMINSTER MD)
MD
02/21/2006 - 05/07/2009
CITIGROUP GLOBAL MARKETS INC. (WESTMINSTER MD)
MD
08/24/1992 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (WESTMINSTER MD)
IA
Issued 10/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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