Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Dudley is a registered representative of Raymond James Financial Services Advisors, Inc. and an investment advisor representative of Raymond James Financial Services, Inc. with over 30 years of experience in the industry. Todd has been registered with the state of West Virginia since 2009 and currently holds Series 7, 9, 10, 63 and 65 licenses. Todd is also registered as an investment advisor representative in Texas. Todd Dudley & Associates is a support company owned by Todd. Todd is committed to providing individualized financial guidance to clients.
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
WV
07/24/2009 - Present
Raymond James Financial Services Advisors, Inc. (BARBOURSVILLE WV)
WV
10/05/1992 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTINGTON WV)
IA
Issued 07/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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