Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Kelvin Neil is a registered representative with Equity Services, Inc. Todd has been in the financial services industry for over 30 years. Todd has a Series 63, 66, 7TO, and SIE license, and has several years of experience in the investment industry. Todd is registered in several states, including Connecticut, Florida, Nevada, New York, and Vermont. He is also a registered investment advisor in New York. Todd provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals. Todd's firm is committed to providing its clients with high-quality financial advice and services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
03/04/2022 - Present
Equity Services, Inc. (COLCHESTER VT)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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