Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Miller is an investment advisor representative with Edward Jones. Todd is registered with the state of Massachusetts as an investment advisor representative and a broker-dealer representative. Todd has been in the securities industry for less than one year. Todd has also held licenses in Texas, Arizona, California, Colorado, Connecticut, Florida, Maine, New Hampshire, New York, North Carolina, Oregon, Vermont, Virginia, and Washington. Todd is registered with FINRA as a general securities representative. Todd holds the Series 7TO and SIE certifications as well as the Series 66 license. Todd currently manages investment property in Springfield, MA. Todd is licensed to provide investment advice to individuals, corporations, businesses, high-net-worth individuals, charitable organizations, pension and profit sharing plans, partnerships, investment clubs, and limited liability companies.
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.
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.
See schedule d - miscellaneous
1
2
MA
09/18/2024 - Present
Edward Jones (LEXINGTON MA)
BOTH
Issued 01/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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