Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Peters is an Investment Advisor Representative at RWA Wealth Partners. Todd has been in the securities industry since 1983 and has a wealth of experience providing investment advice and financial planning services to individuals and families. Todd holds the Series 7, 63, 24, 4, and 53 licenses, and the Series 65. Prior to joining RWA Wealth Partners, Todd worked at several other firms, including E*TRADE Securities LLC, Kobren Insight Brokerage, Inc., and Fidelity Brokerage Services, Inc. Todd is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
Model provider fee
1
2
MA
02/17/2012 - Present
RWA Wealth Partners (NEWTON MA)
MA
11/02/2005 - 03/23/2011
E*TRADE SECURITIES LLC (WELLESLEY MA)
MA
06/30/1994 - 11/11/2005
KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)
RI
11/20/1986 - 06/25/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
10/19/1983 - 09/12/1986
FSC SECURITIES CORPORATION
IA
Issued 07/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/28/1984
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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