Unclaimed
Todd Edmondson is a financial advisor with over 20 years of experience in the industry. Todd currently works with Cetera Investment Advisers LLC in Gadsden, Alabama. Todd also previously worked with PNC INVESTMENTS, INVESTMENT PROFESSIONALS, INC., COLONIAL BROKERAGE, INC., AMSOUTH INVESTMENT SERVICES, INC. and WACHOVIA SECURITIES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
01/21/2014 - Present
Cetera Investment Advisers LLC (GADSDEN AL)
AL
03/16/2012 - 01/02/2013
PNC INVESTMENTS (BIRMINGHAM AL)
AL
10/27/2009 - 03/26/2012
INVESTMENT PROFESSIONALS, INC. (GADSDEN AL)
AL
05/22/2007 - 10/28/2009
COLONIAL BROKERAGE, INC. (SOUTHSIDE AL)
AL
03/12/2003 - 04/20/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MO
05/30/2001 - 07/03/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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