Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Feder is a financial advisor with Girard Advisory Services, LLC. Todd has been in the financial industry since 2002 and has a strong background in providing financial advice to individuals and businesses. Todd holds the Series 6, 7, 24, 52, 53, and 66 securities licenses and is a Certified Financial Planner and Chartered Financial Analyst. Todd provides a range of financial services including financial planning, portfolio management, pension consulting, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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
03/09/2022 - Present
Girard Advisory Services, LLC (SELLERSVILLE PA)
PA
01/18/2022 - 02/15/2022
EQUITY SERVICES, INC. (MEDIA PA)
PA
06/06/2005 - 10/01/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
IL
06/09/2003 - 09/12/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
FL
02/23/2001 - 06/20/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
12/20/2000 - 02/23/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MN
05/10/2000 - 12/11/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
06/07/1999 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
03/29/1999 - 06/11/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/29/1999 - 06/11/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 01/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Feder is the right advisor for you? Invested Better is here to help.
