Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Brian Fogelsanger is a financial advisor with Raymond James Financial Services Advisors, Inc. Todd has been in the financial industry since September 27, 2000. Todd is registered in 8 states. Todd holds the Series 7 and Series 66 licenses and is a member of FINRA. Todd has been with Raymond James since May 2008 and is also a member of Miller & Gay Investment Management. Todd specializes in a variety of areas, including financial planning, pension consulting, and portfolio management.
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
01/04/2018 - Present
Raymond James Financial Services Advisors, Inc. (CARLISLE PA)
PA
02/28/2005 - 05/07/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CARLISLE PA)
IA
04/17/2002 - 03/03/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NY
08/09/2000 - 03/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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