Unclaimed
Todd MacEjka is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Saratoga Springs, New York. Todd has been a registered representative in the securities industry since 1997. Todd is a CERTIFIED FINANCIAL PLANNER™ professional.
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
NY
09/30/2022 - Present
Raymond James Financial Services Advisors, Inc. (Saratoga Springs NY)
NY
09/26/2017 - 10/06/2022
CANTELLA & CO., INC. (Saratoga Springs NY)
NY
08/29/2002 - 07/18/2017
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
NY
08/25/2000 - 02/07/2002
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
08/24/1998 - 04/27/2000
HEALTHCARE COMMUNITY SECURITIES CORPORATION (RENSSELAER NY)
NY
04/10/1997 - 08/28/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 03/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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