Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Guerin has been a financial professional for over 23 years. Todd is registered to provide investment advisory services in Texas and Louisiana. He is currently affiliated with Kestra Advisory Services, LLC. Todd has a proven track record of success in helping individuals and families achieve their financial goals. He is committed to providing personalized service and helping clients understand their options. Todd is a CERTIFIED FINANCIAL PLANNER™, and is dedicated to providing his clients with the highest level of financial advice and guidance. He specializes in financial planning, retirement planning, investment management, and estate planning.
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.
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.
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2
LA
07/27/2023 - Present
Kestra Advisory Services, LLC (BATON ROUGE LA)
LA
02/18/2000 - 01/09/2013
VSR FINANCIAL SERVICES, INC. (BATON ROUGE LA)
TX
11/10/1999 - 03/03/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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