Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Emil Bellocchio is a financial advisor with Synovus Securities, Inc. Todd has been in the financial industry since 2011. Todd has a background in investment management and financial planning. Todd is registered in Alabama, California, Colorado, Florida, Georgia, Indiana, North Carolina, South Carolina and Texas. Todd holds the Series 6, Series 7, and Series 66 registrations, and has passed the SIE exam. Todd is also a Certified Financial Planner. Todd has experience working with individuals, corporations, and charitable organizations. Todd is committed to providing clients with personalized financial advice and services to help them reach their financial goals. Todd's previous employment includes SunTrust Investment Services, Inc. and AXA Advisors, LLC.
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.
Tax related services, administrative 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
04/27/2023 - Present
Synovus Securities, Inc. (ATLANTA GA)
GA
01/31/2014 - 02/18/2016
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
06/18/2012 - 01/10/2014
AXA ADVISORS, LLC (ATLANTA GA)
NC
02/17/1999 - 03/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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