Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Saunders is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, a firm with a presence in multiple states. Todd has been in the financial industry since 2004 and holds both Series 63 and 66 licenses, as well as Series 7 and SIE. Todd is a licensed representative in several states, including California, Michigan, and Wisconsin. Todd has experience working with a wide range of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Investment consulting services to institutional clients
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.
1
2
MI
10/17/2024 - Present
Wells Fargo Advisors Financial Network, LLC (IRON MOUNTAIN MI)
MI
02/22/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (IRON MOUNTAIN MI)
MO
09/21/2004 - 09/21/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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