Unclaimed
Todd William Page has been in the financial services industry since 1996. Currently, Todd is registered as a Broker-Dealer with State Street Global Advisors Funds Distributors, LLC. Previously, Todd has been associated with firms including Invesco Distributors, Inc., Transamerica Capital, Inc., Intersecurities, Inc., and Van Kampen Funds Inc. Todd has passed multiple industry exams, including Series 7, Series 63, Series 79TO, and the SIE. Todd is registered as a Broker-Dealer in all 50 states, the District of Columbia, and Puerto Rico.
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
MA
03/19/2024 - Present
State Street Global Advisors Funds Distributors, LLC (BOSTON MA)
GA
06/29/2009 - 02/07/2024
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
CO
12/04/2000 - 06/16/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
04/22/1999 - 12/12/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
06/25/1996 - 02/26/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 07/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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