Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Daniel Ruston is a financial advisor associated with Raymond James Financial Services Advisors, Inc. based in Bartlett, TN. Todd has been in the financial services industry since 1999. Todd is registered to provide investment advice in Tennessee and Texas and has a wide range of experience and expertise in financial planning, investment management, and other advisory services.
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
TN
08/12/2022 - Present
Raymond James Financial Services Advisors, Inc. (Bartlett TN)
TN
04/15/1999 - 08/12/2022
FIRST HORIZON ADVISORS, INC. (BARTLETT TN)
IA
Issued 05/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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