Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Myatt is a financial advisor who has been in the industry since February 22, 2004. Todd Myatt currently works for Tiaa-Cref Individual & Institutional Services, LLC, located in Andover, MA, where he is registered as a Registered Representative. Prior to working with this firm, Todd Myatt worked for Citizens Securities, Inc. in Saugus, MA; Pioneer Funds Distributor, Inc. in Boston, MA; Boston Capital Securities, Inc. in Boston, MA; and Trillium Trading LLC in New York, NY. Todd Myatt holds licenses in several states, including Colorado, Connecticut, Florida, Maine, Massachusetts, Nevada, New Hampshire, New York, Ohio, and Vermont. Todd Myatt offers several services including financial planning, selection of other advisors, and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
MA
07/06/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANDOVER MA)
MA
11/30/2010 - 06/23/2015
CITIZENS SECURITIES, INC. (SAUGUS MA)
MA
10/28/2005 - 11/17/2010
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
03/14/2005 - 10/25/2005
BOSTON CAPITAL SECURITIES, INC. (BOSTON MA)
NY
02/06/2004 - 02/28/2005
TRILLIUM TRADING LLC (NEW YORK NY)
BOTH
Issued 02/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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