Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Howard Leo is an Ameriprise Financial Services, LLC advisor with over 25 years of experience in the financial services industry. Todd has held registrations in multiple states, including New Hampshire and Texas. Prior to joining Ameriprise, Todd held positions at IDS Life Insurance Company and Olde Discount Corporation. Todd's focus is on providing financial planning, portfolio management for businesses and individuals, and asset allocation services. Todd is also a registered representative and investment advisor representative.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NH
01/17/2014 - Present
Ameriprise Financial Services, LLC (MILFORD NH)
MN
12/15/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
10/25/1995 - 12/12/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 10/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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