Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Nuttall is an investment advisor representative who has been working in the financial industry since 2014. Todd is registered with Diversify Wealth Management, LLC and is licensed to conduct business in several states. Todd is a member of FINRA and holds Series 63, 65, 7 and SIE licenses. Todd provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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UT
03/25/2024 - Present
Diversify Wealth Management, LLC (SANDY UT)
BC
Issued 09/01/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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