Unclaimed
Todd Johnson is a financial advisor with Wells Fargo Clearing Services, LLC. Todd has over 15 years of experience in the financial services industry and is registered to provide advisory services in California, Minnesota and Texas. Todd has experience working with a variety of clients, including individuals, families, businesses and institutions. He is committed to providing personalized financial advice and helping clients achieve their financial goals. Todd is also an active member of the community and is committed to giving back to the community. Prior to joining Wells Fargo Clearing Services, LLC, Todd worked at UBS Financial Services Inc. and Washington Square Securities, Inc..
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
MN
11/30/2023 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
04/03/2009 - 08/31/2010
FELTL & COMPANY (WAYZATA MN)
MN
07/10/2007 - 04/15/2009
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
CT
02/19/1999 - 05/14/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 06/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2007
Series 7 - General Securities 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
Not sure Todd Johnson is the right advisor for you? Invested Better is here to help.