Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Gartrell is a financial advisor with Raymond James Financial Services Advisors, Inc. Todd has been a registered representative since 1990 and has a broad range of experience in the financial services industry. He is a Certified Financial Planner™ and offers financial planning, portfolio management and other financial services to individuals and businesses. Todd has previously worked with several other firms including Morgan Keegan & Company, Inc., Raymond James & Associates, Inc., Charles Schwab & Co., Inc., USAA Investment Management Company, and The Prudential Insurance Company of America.
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
FL
01/22/2013 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
FL
05/11/2012 - 11/12/2012
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
FL
02/23/2005 - 11/12/2012
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
TX
04/28/2000 - 02/10/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
06/09/1995 - 04/20/2000
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NJ
04/03/1990 - 06/09/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/03/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 01/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2007
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 09/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Gartrell is the right advisor for you? Invested Better is here to help.
