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.
|