Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Harrington Wetzel is a financial advisor with Morgan Stanley. Todd has been in the industry since December 1990, and is currently registered with the firm in Texas. Todd is a registered representative and investment advisor representative. Todd has worked with Morgan Stanley since 2007. Previously, Todd worked with Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Todd has a broad experience in financial services, including financial planning, pension consulting, portfolio management for individuals, and more. Todd also serves on various boards in Worcester, MA.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
05/14/2020 - Present
Morgan Stanley (Westborough MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WORCESTER MA)
MA
01/12/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WORCESTER MA)
NY
07/31/1993 - 01/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
12/17/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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