Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Everett Wilson has been in the financial services industry since September 4, 2010. Currently, Todd is registered with Fidelity Brokerage Services LLC. Todd is registered in 18 states. Todd has a total of 6 exam licenses: Series 7, 63, 66, 7TO, Series 6TO, and the SIE. Todd holds registrations with both FINRA and the state of Florida.
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.
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.
1
2
FL
06/01/2023 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
TN
09/17/2021 - 04/05/2022
USI SECURITIES, INC. (KNOXVILLE TN)
CO
04/23/2014 - 09/30/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
TN
05/23/2013 - 04/16/2014
LPL FINANCIAL LLC (KNOXVILLE TN)
TN
08/11/2008 - 12/12/2011
SUNTRUST INVESTMENT SERVICES, INC. (KNOXVILLE TN)
TN
10/06/2005 - 01/29/2008
EDWARD JONES (OAK RIDGE TN)
BOTH
Issued 08/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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