Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Wilson is a financial professional with over 30 years of experience in the financial services industry. Todd is currently registered with MML Investors Services, LLC and holds a Series 6 and Series 63 license. Prior to joining MML Investors Services, LLC, Todd worked for several other firms, including ASH Securities Wholesaling, Inc., AFD, Inc., Nationwide Investment Services Corporation, Nationwide Advisory Services, Inc., IAC Securities, Inc., First Variable Capital Services, Inc., W. S. Griffith & Co., Inc., and Fortis Investors, Inc. Todd has experience providing a range of services to individual clients, including financial planning, portfolio management, pension consulting, and educational seminars.
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 programs
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.
Solicitors fees
1
2
TX
05/26/2004 - Present
MML Investors Services, LLC (Lubbock TX)
IN
02/21/2003 - 07/26/2004
ASH SECURITIES WHOLESALING, INC. (FORT WAYNE IN)
IL
04/16/2001 - 12/05/2002
AFD, INC. (NORTHBROOK IL)
OH
10/04/2000 - 04/12/2001
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
02/18/2000 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IL
04/16/1999 - 04/17/2000
IAC SECURITIES, INC. (TINLEY PARK IL)
AL
03/11/1999 - 01/14/2000
FIRST VARIABLE CAPITAL SERVICES, INC. (BIRMINGHAM AL)
CT
10/09/1996 - 07/15/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MN
03/18/1994 - 02/05/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
05/22/1987 - 12/31/1990
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 02/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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