Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Geeson is a financial advisor at Edward Jones. Todd has been in the financial industry since April 16, 2011 and has a combined 24 years of experience in the securities and investment advisory business. Todd is registered as a securities representative in 17 states, including Arkansas, California, Florida, Illinois, Iowa, Kansas, Kentucky, Louisiana, Minnesota, Missouri, Nebraska, North Carolina, South Dakota, Tennessee, Texas, and is also registered in Texas as an investment advisor representative. Todd specializes in providing financial advice and services to individuals, corporations, and other businesses, including charitable organizations, high-net-worth individuals, pension and profit sharing plans, and investment clubs.
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.
See schedule d - miscellaneous
1
2
MO
01/02/2019 - Present
Edward Jones (MEXICO MO)
CA
05/27/1999 - 02/09/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
04/02/1997 - 03/17/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 01/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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