Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Eosso is a financial advisor with Wells Fargo Advisors Financial Network, LLC in BASKING RIDGE, NJ. Todd has been in the industry since 2009 and is licensed to provide investment advice in 17 states. Todd has experience with a variety of clients, including individuals, corporations, and institutions. He is also a registered representative with Wells Fargo Advisors Financial Network, LLC and has been with the firm since March 2024.
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.
Investment consulting services to institutional clients
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
NJ
03/27/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BASKING RIDGE NJ)
NJ
08/07/2015 - 04/04/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (HACKENSACK NJ)
NJ
10/01/2012 - 08/18/2015
J.P. MORGAN SECURITIES LLC (Berkeley Heights NJ)
NJ
07/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (METUCHEN NJ)
NJ
02/11/2011 - 07/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NJ
12/14/2009 - 12/16/2010
MORGAN STANLEY SMITH BARNEY (FLORHAM PARK NJ)
NJ
04/23/2009 - 11/02/2009
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (MORRISTOWN NJ)
BOTH
Issued 01/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Eosso is the right advisor for you? Invested Better is here to help.
