Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Mathias is a financial professional with over 16 years of experience in the financial services industry. Todd currently works at Franklin Distributors, LLC. Todd is licensed to provide investment advice and securities in 53 states. Before joining Franklin Distributors, LLC, Todd was employed by FRANKLIN/TEMPLETON DISTRIBUTORS, INC., BLACKROCK INVESTMENTS, LLC, BLACKROCK FUND DISTRIBUTION COMPANY, and VANGUARD MARKETING CORPORATION. Todd has a broad range of knowledge and experience with securities.
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.
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2
CA
07/07/2021 - Present
Franklin Distributors, LLC (San Ramon CA)
CA
07/25/2016 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
01/03/2012 - 03/23/2016
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
03/04/2011 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
PA
08/23/2006 - 02/28/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 03/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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