Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Wilson is a financial professional with over 20 years of experience in the industry. Todd currently works at Bofa Securities, Inc. Prior to that, Todd was a registered representative at CREWE CAPITAL, LLC, Burch & Company, Inc, RA Capital Advisors LLC, Thomas Weisel Partners LLC, and SG Cowen Securities Corporation. Todd is a licensed Series 7, 24, 63, 79, and SIE representative. Todd has a strong background in investment banking and research-related services.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
CA
09/17/2019 - Present
Bofa Securities, Inc. (SAN DIEGO CA)
CA
06/02/2017 - 08/23/2019
CREWE CAPITAL, LLC (San Diego CA)
CA
04/30/2010 - 06/02/2017
BURCH & COMPANY, INC (SAN DIEGO CA)
CA
11/08/2002 - 10/20/2009
RA CAPITAL ADVISORS LLC (SAN DIEGO CA)
CA
09/18/2000 - 12/21/2001
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
09/09/1998 - 05/09/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 04/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2009
Series 24 - General Securities Principal 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 08/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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