Joseph TodiceCRD Number: 3146451
Current Firm: Msi Financial Services, Inc.
Joseph Todice (CRD# 3146451) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Shelton, CT and has over 18 years of experience in the finance industry.
Scholtz & Co
Springboard Asset Management LLC
Halsey Associates Inc.
|Metlife Securities Inc.||Trumbull, CT||Sep 2002 - Current||14|
|Metropolitan Life Insurance Company||Trumbull, CT||Sep 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV