Unclaimed
Jeffrey Baton Todd is a registered Investment Advisor Representative for Guyasuta Investment Advisors, Inc. in Pittsburgh, PA. Jeffrey has been with the firm since June 2014. Jeffrey has over 10 years of experience in the financial services industry. He is licensed to provide financial advice in Pennsylvania. Jeffrey has Series 7 and Series 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
03/05/2015 - Present
Guyasuta Investment Advisors, Inc. (PITTSBURGH PA)
PA
05/10/2012 - 05/27/2014
MBSC SECURITIES CORPORATION (PITTSBURGH PA)
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Todd is the right advisor for you? Invested Better is here to help.