Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Whitney Blount is a financial advisor with over 20 years of experience in the industry. He has worked with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC, focusing on providing investment consulting services to institutional clients, financial planning, and pension consulting. Blount holds the Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, and Series 87 licenses and the SIE certification. He is registered with the state of Missouri and has worked with various clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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
MO
07/18/2012 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
12/14/2011 - 07/02/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/01/2008 - 06/29/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
11/02/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
07/27/2000 - 09/15/2004
EDWARD JONES (ST. LOUIS MO)
MO
03/30/1998 - 10/20/1998
HUNTLEIGH FUND DISTRIBUTORS, INC. (ST. LOUIS MO)
MO
10/22/1996 - 10/20/1998
HUNTLEIGH SECURITIES CORPORATION (ST. LOUIS MO)
BOTH
Issued 06/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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