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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Nolan Cunningham is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Todd Cunningham is registered with FINRA as a General Securities Representative. Todd Cunningham is also registered with the state of Florida as an Investment Advisor Representative and a Registered Representative. Todd Cunningham has over 6 years of experience in the securities industry. Todd Cunningham has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since March 2020. Todd Cunningham is a registered representative for Merrill Lynch, Pierce, Fenner & Smith Inc., and an investment advisor representative for the firm. Todd Cunningham has specializations in securities, commodities, options, fixed income and mutual funds.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
03/08/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
BOTH
Issued 03/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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