Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Gartrell is a financial advisor with Raymond James Financial Services Advisors, Inc. based in St. Petersburg, Florida. Todd has over 30 years of experience in the financial services industry. Todd is registered with the state of Florida and has passed the Series 6, 7, 9, 10, 23, 24, 31, 63, 99TO and SIE exams. Todd holds the Certified Financial Planner designation and is licensed to sell investment products. Prior to joining Raymond James Financial Services Advisors, Inc., Todd was a financial advisor with Morgan Keegan & Company, Inc., Raymond James & Associates, Inc., Charles Schwab & Co., Inc., USAA Investment Management Company, and The Prudential Insurance Company of America.
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
FL
01/22/2013 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
FL
05/11/2012 - 11/12/2012
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
FL
02/23/2005 - 11/12/2012
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
TX
04/28/2000 - 02/10/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
06/09/1995 - 04/20/2000
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NJ
04/03/1990 - 06/09/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/03/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 1/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 1/20/2007
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 9/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 2/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 4/2/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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