Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Macdonald Ross is a financial advisor with over 16 years of experience in the financial services industry. Todd is currently registered with Wells Fargo Clearing Services, LLC and has a Series 7, Series 6, Series 63, and Series 65 licenses. Todd has been with Wells Fargo Advisors LLC since 2009, and with Wells Fargo Clearing Services, LLC since 2016. Todd provides investment consulting services to institutional clients. Todd is also registered to provide financial planning services in Pennsylvania and Texas.
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.
Investment consulting services to institutional clients
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.
1
2
PA
12/21/2021 - Present
Wells Fargo Clearing Services, LLC (WYOMISSING PA)
NJ
11/25/1994 - 04/10/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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