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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Todd is a registered investment advisor with Wealthshield Partners, LLC. William has been in the financial industry since 1996. William has experience in various financial services, including Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Selection of Other Advisers. William has a wide range of experience working with high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
12/03/2021 - Present
Wealthshield Partners, LLC (CARY NC)
ME
10/01/2014 - 12/08/2021
KOVACK SECURITIES INC. (Portland ME)
ME
11/10/2004 - 10/09/2014
CANTELLA & CO., INC. (PORTLAND ME)
CA
11/08/2002 - 11/19/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
02/04/2000 - 11/11/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/12/1996 - 07/28/1999
INTERCAPITAL GOVERNMENT SECURITIES INC. (NEW YORK NY)
IA
Issued 03/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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