Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Stephen Tillotson is a financial advisor currently registered with First Citizens Investor Services, Inc. Todd has been working in the financial services industry since 1994. Todd holds the Series 7, 24, 63 and 66 licenses. Todd has a strong background in providing financial planning, portfolio management for individuals and businesses, and selecting other advisors.
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.
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.
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2
NC
10/12/2023 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
NC
12/10/2019 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (WILSON NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
11/08/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RALEIGH NC)
TX
12/22/2009 - 10/15/2010
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
TN
11/17/2008 - 12/07/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TX
02/14/2005 - 02/29/2008
WACHOVIA SECURITIES, LLC (AUSTIN TX)
TX
09/20/2001 - 08/06/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NC
05/10/2001 - 08/22/2001
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
AL
08/20/1999 - 04/17/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
NC
08/09/1995 - 08/31/1999
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NC
05/21/1993 - 09/05/1995
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
CO
04/29/1992 - 06/11/1992
R A F FINANCIAL CORPORATION (DENVER CO)
BOTH
Issued 06/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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