Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd McKee is a financial professional with over 30 years of experience in the industry. Currently, Todd McKee is registered with Noble Capital Markets, Inc. Previously Todd McKee has been registered with Advisory Group Equity Services LTD., SOURCE CAPITAL GROUP, INC., MERIT CAPITAL ASSOCIATES, INC., H.J. MEYERS & CO., INC. and L.C. WEGARD & CO., INC. Todd McKee holds a Series 63, Series 24, SIE, and Series 7 licenses. Todd McKee is registered in 11 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.
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.
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2
CT
02/05/2021 - Present
Noble Capital Markets, Inc. (Westport CT)
NY
02/17/2017 - 02/04/2021
ADVISORY GROUP EQUITY SERVICES LTD. (Ogdensburg NY)
CT
12/01/2001 - 04/24/2017
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
CT
04/27/1998 - 12/01/2001
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
NY
11/09/1995 - 05/15/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
11/05/1993 - 11/09/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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