Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Gunerman is a financial advisor who has been in the industry since 1994. Todd currently works at Raymond James Financial Services Advisors, Inc. He is registered with the states of New Jersey and Pennsylvania. Todd has a variety of experience in the financial services industry, having worked with a range of clients including individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Todd is committed to providing his clients with personalized financial advice and helping them reach their financial goals. Todd has earned the Series 7, 8, 9, 10, 63, and 65 licenses, as well as the Securities Industry Essentials Examination (SIE).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Yardley PA)
MI
06/22/1994 - 05/31/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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