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Our goal is to help make sure you are achieving your investment objectives. While no investment process is foolproof, our clients find the commitment we make and the structure and relationships we build are custom-made for them and long lasting


Financial Planner
Todd A. Moll -
 
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  tmoll@provwealth.com

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Todd Moll is a Director and the Chief Investment Officer of Provenance Wealth Advisors and a Registered Representative and Investment Advisory Representative offering securities and investment advisory services through Walnut Street Securities, Inc., Member FINRA, SIPC. He is licensed to sell securities in Florida, Massachusetts, Connecticut and Minnesota. Todd merged his successful asset management and financial planning practice with Provenance Wealth Advisors in January 2001 and is responsible for heading the firm’s asset management and investment planning divisions.

With over thirteen years of experience in the financial planning community, Todd has earned the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Financial Analyst certification. He has lectured and published extensively in various trade associations and publications. Todd is a graduate of Florida Atlantic University with a Bachelor’s Degree in Finance.

   

 

 

 

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Securities products offered through registered representatives of Walnut Street Securities Inc. (Member FINRA/SIPC).
Investment Advisory and Financial Planning services are offered through Provenance Wealth Advisors. Provenance Wealth Advisors and WSS are unaffiliated entities.

The tax and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. WSS, nor its representatives, do not provide legal or tax advice. WSS cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws, which may be applicable to a particular situation, may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. WSS makes no warranties with regard to such information or results obtained by its use. WSS disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation

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