Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd William Bleakney is a financial professional with over 25 years of experience in the industry. Todd is currently registered with Truist Securities, Inc. Todd has held previous positions at HILLTOP SECURITIES INC., WELLS FARGO SECURITIES, LLC, WELLS FARGO INSTITUTIONAL SECURITIES, LLC, WELLS FARGO BROKERAGE SERVICES, L.L.C., BANC OF AMERICA SECURITIES LLC, EBONDTRADE, SALOMON SMITH BARNEY INC., CHARLES SCHWAB & CO., INC., RAUSCHER PIERCE REFSNES, INC., and AMERICAN GENERAL SECURITIES INCORPORATED. Todd holds a variety of licenses and certifications, including Series 7, Series 24, Series 52TO, Series 53, Series 57TO, Series 63, Series 65, Series 79TO, Series 99TO, and SIE.
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.
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.
1
2
NC
05/04/2022 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
09/22/2020 - 05/20/2022
HILLTOP SECURITIES INC. (CHARLOTTE NC)
NC
05/12/2009 - 03/26/2020
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
03/28/2012 - 05/27/2015
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (CHARLOTTE NC)
NC
10/30/2009 - 07/20/2010
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (CHARLOTTE NC)
NC
10/30/2009 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (CHARLOTTE NC)
NC
07/31/2002 - 04/22/2009
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
CA
05/02/2001 - 12/03/2001
EBONDTRADE (WALNUT CREEK CA)
NY
08/15/2000 - 04/19/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
TX
11/27/1996 - 09/06/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
05/14/1996 - 09/05/1996
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
AZ
11/25/1994 - 06/12/1995
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IA
Issued 09/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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