Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Montgomery is a financial advisor with Raymond James Financial Services Advisors, Inc. Todd has over 11 years of experience in the financial services industry. Todd has licenses to practice in 17 states and has passed the Uniform Combined State Law Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. Todd is also a licensed real estate broker. Todd specializes in working with individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities.
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
OR
02/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Ashland OR)
OR
08/04/2011 - 02/17/2022
EDWARD JONES (ASHLAND OR)
OR
11/22/2010 - 06/09/2011
EDWARD JONES (LAKE OSWEGO OR)
BOTH
Issued 12/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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