Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Matthew Dudonis is a financial advisor with over 25 years of experience in the financial services industry. Todd is currently registered with Private Client Asset Management, Inc. in Florida, New York and Texas and provides financial planning and portfolio management services to individuals and high-net-worth individuals. Todd has also held positions with PURSHE KAPLAN STERLING INVESTMENTS, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIDELITY BROKERAGE SERVICES LLC, THE DREYFUS SERVICE CORPORATION, SALOMON SMITH BARNEY INC., GAINES, BERLAND INC. and ROYCE INVESTMENT GROUP, INC. Todd is a Certified Financial Planner and holds FINRA Series 63, 66 and 7 licenses.
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.
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
NY
12/22/2016 - Present
Private Client Asset Management, Inc. (MASSAPEQUA NY)
NY
01/06/2009 - 02/07/2011
PURSHE KAPLAN STERLING INVESTMENTS (GARDEN CITY NY)
NY
03/28/2008 - 11/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
04/18/2000 - 04/03/2008
FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)
NY
12/18/1998 - 03/08/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
02/18/1998 - 11/09/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/25/1996 - 06/04/1997
GAINES, BERLAND INC. (BETHPAGE NY)
NY
10/10/1996 - 11/11/1996
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BOTH
Issued 09/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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