Todd William Anderson

Current Employers

Employment History

• 03/2003 → Present
  Nfp Securities Inc./Partner Financial
  Cambridge, MA
• 02/2003 → Present
  Kestra Investment Services, Llc
  Worester, MA
• 02/2003 → Present
  Kestra Advisory Services, Llc
  Worcester, MA

Other Businesses

Business Name: Beth Eden Baptist Church Investment Related: No Address: 350 Ashburnham St Fitchburg MA 01420 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Other,Treasurer Start Date: 4/10/2010 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Treasurer in charge of paying bills, compiling financial reports.. Business Name: FMG Financial Services Investment Related: Yes Address: 228 Park Ave Worcester MA 01609 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 1/31/2013 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: To provide investment and insurance advice and services. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Todd Anderson Investment Related: Yes Address: 228 Park Ave Worcester MA 01609 Nature of Business: Consulting; Insurance Position, Title or Relationship: Owner Start Date: 1/1/2013 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: educating clients on the insurance marketplace and eventual sale of insurance products

Exams

• S66 Uniform Combined State Law Examination
  2017-07-19
• S63 Uniform Securities Agent State Law Examination
  1999-08-27