Todd Anthony Moll, CFA, CFP, CLTC

Overview

Todd Anthony Moll is an insurance agent, a registered representative and an investment adviser representative based in FL, with 35 years in the industry.

Years in the industry

35

States licensed

8

States registered

18

Carrier appointments

6

Contact

1 phone number on file

Registrations and licenses

• Licensed in 8 states
• Registered in 18 states

• Agent
• Producer
• Series 24
• Series 4
• Series 51
• Series 6
• Series 66
• Series 6TO
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Pwa Securities, LLCCurrent firm
• Provenance Wealth AdvisorsCurrent firm

Employment history since 1991

Carriers

6 active carrier appointments

Book and practice

Firm assets under management on file