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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd N. Strott is a financial advisor currently working with Commonwealth Financial Network. Todd has been in the financial services industry since 2005. Todd has experience in working with individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Todd is registered with the state of Massachusetts as both an Investment Advisor Representative and a Broker. Todd is qualified to provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
03/14/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
03/07/2006 - 05/09/2008
CCO INVESTMENT SERVICES CORP. (QUINCY MA)
MA
09/01/2000 - 09/13/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/01/2000 - 09/13/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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