Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Matthew George is a financial advisor with Commonwealth Financial Network. Todd has been in the industry since 1994 and has experience providing financial advice to individuals, businesses, and institutions. He is registered with the state of Rhode Island as a broker-dealer and an investment adviser.
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.
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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RI
02/09/2009 - Present
Commonwealth Financial Network (WARWICK RI)
RI
01/11/2001 - 01/07/2009
COMMONWEALTH FINANCIAL NETWORK (SMITHFIELD RI)
NY
02/14/1998 - 01/22/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/08/1996 - 02/14/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
MA
02/07/1994 - 04/18/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/07/1994 - 04/18/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
05/25/1994 - 07/12/1994
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
IA
04/07/1994 - 04/22/1994
DICKINSON & CO. (DES MOINES IA)
IA
Issued 06/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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