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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 Norris is a financial advisor who has been working in the industry for over 10 years. Todd has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Todd is currently registered with the state of Maryland as an Investment Advisor Representative (IAR) and is a Certified Financial Planner. Todd is currently employed with Glass Jacobson Wealth Advisors. Previously, Todd worked for Commonwealth Financial Network, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, Brown Advisory Securities, LLC, and Chapin, Davis. Todd is committed to providing his clients with personalized financial advice 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.
Guidance on pension options to ensure a secure financial future.
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.
Referral fees; revenues from educational product sales
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2
MD
11/20/2020 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
MD
11/28/2016 - 08/20/2018
COMMONWEALTH FINANCIAL NETWORK (SEVERN MD)
MD
07/10/2014 - 01/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)
MD
06/24/2011 - 07/07/2014
MORGAN STANLEY (BALTIMORE MD)
MD
04/28/2008 - 05/17/2011
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
MD
12/19/2007 - 04/29/2008
CHAPIN, DAVIS (BALTIMORE MD)
BOTH
Issued 08/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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