Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Nelson is a financial advisor with Edward Jones. Todd is a CERTIFIED FINANCIAL PLANNER™ professional with over 12 years of experience in the financial services industry. He holds Series 7TO, SIE and Series 66 licenses. Todd is registered to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Michigan, Missouri, Nebraska, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, West Virginia and Wisconsin. Todd focuses on providing financial planning services to individuals, families, and businesses. He specializes in retirement planning, college savings, and investment management. Todd is committed to helping clients achieve their financial goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
TN
11/27/2020 - Present
Edward Jones (Franklin TN)
BOTH
Issued 12/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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