Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Strunk is a financial advisor with Fidelity Personal and Workplace Advisors. Todd has been in the financial services industry since May 21, 2000. Todd has a Series 6, 7, and 66 license. Todd also holds the Certified Financial Planner designation. Todd is registered to provide investment advisory services in Delaware, Florida, Maryland, New Jersey, New York, and Pennsylvania. Todd's previous employers include Vanguard Marketing Corporation and CIGNA Financial Services, Inc.
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.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
PA
07/25/2000 - 01/05/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
CT
03/27/2000 - 06/23/2000
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 05/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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