Question 1

What is Todd H. Leo's role at the company?

Accepted Answer

Todd H. Leo is an Ameriprise Private Wealth Advisor serving the Milford, NH area. He provides personalized financial advice to help clients achieve their financial goals.

Question 2

What qualifications and certifications does Todd H. Leo have?

Accepted Answer

Todd H. Leo holds the following certifications and designations: CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant), CASL® (Chartered Advisor for Senior Living), APMA™ (Accredited Portfolio Management Advisor), and AAMS™ (Accredited Asset Management Specialist).

Question 3

What services does Todd H. Leo's financial advisory firm offer?

Accepted Answer

Todd H. Leo's financial advisory services include personalized financial advice, investment strategies, estate planning, retirement planning, and insurance products. He also provides digital tools and collaboration services to help clients reach their financial goals.

Question 4

What is the AAMS™ (Accredited Asset Management Specialist) certification?

Accepted Answer

The AAMS™ certification requires adhering to a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. The certification covers topics such as asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.

Question 5

What is the ADPA™ (Accredited Domestic Partnership Advisor) designation?

Accepted Answer

Individuals who hold the ADPA™ designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. They must also pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

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Frequently Asked Questions about Todd Leo

What is Todd H. Leo's role at the company?

What qualifications and certifications does Todd H. Leo have?

What services does Todd H. Leo's financial advisory firm offer?

What is the AAMS™ (Accredited Asset Management Specialist) certification?

What is the ADPA™ (Accredited Domestic Partnership Advisor) designation?

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