Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Burns is a financial professional with over 15 years of experience in the financial services industry. Todd is currently registered with UMB Financial Services, Inc., and is licensed in Texas. Todd's previous employers include Wells Fargo Securities, LLC, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Securities LLC. Todd holds multiple securities licenses including Series 7, 63, 6TO, 79TO, 82TO, 22TO, 52TO and SIE. Todd offers a wide range of financial services, including financial planning, portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
01/31/2024 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
TX
11/17/2021 - 07/17/2023
WELLS FARGO SECURITIES, LLC (DALLAS TX)
TX
07/14/2017 - 10/31/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
11/01/2010 - 06/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
09/04/2006 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (DALLAS TX)
BC
Issued 10/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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