Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Russell Stahl is a registered investment advisor representative with Burnham Gibson Wealth Advisors, LLC. Todd Stahl has over 20 years of experience in the financial services industry. Todd Stahl is registered with the state of California and holds Series 6, 7, 63, 65 and 66 licenses. He has a deep understanding of financial markets and investment strategies, and a commitment to providing personalized financial advice to help his clients achieve their goals. Previously, Todd Stahl was registered with AXA Advisors, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Hornor, Townsend & Kent, Inc., and Signator Investors, Inc. Todd Stahl is also an outside fixed insurance agent.
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.
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.
Value of plan assets
1
2
FL
03/12/2021 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
CA
09/25/2003 - 10/12/2007
AXA ADVISORS, LLC (IRVINE CA)
MA
11/26/2001 - 08/26/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/26/2001 - 08/26/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
04/04/2001 - 11/14/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
06/29/1999 - 04/13/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 01/11/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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