Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Patrick Bliss is a financial advisor with Fidelity Personal and Workplace Advisors. Todd has been in the financial services industry for over 20 years and has a strong understanding of the financial markets. Todd holds the Series 6, 7, 9, 10, 63 and 66 licenses and is registered in 53 states and the District of Columbia. Before joining Fidelity Personal and Workplace Advisors, Todd was previously employed at Putnam Retail Management Limited Partnership and MML Investors Services, Inc. Todd is committed to providing clients with personalized financial advice that meets their specific needs.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
12/12/2001 - 02/27/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
08/15/2001 - 12/07/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Todd Bliss is the right advisor for you? Invested Better is here to help.
