Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Gilmore is a financial advisor with over 20 years of experience in the financial industry. Todd currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. in Chesterfield, MO. Prior to joining Merrill Lynch, Todd worked at J.A. GLYNN INVESTMENTS, LLC. in St. Louis, MO, and Dougherty & Company LLC in Minneapolis, MN. Todd is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor in the states of Missouri and Texas. He specializes in providing investment advice to individuals, corporations, and institutions.
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
MO
09/19/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHESTERFIELD MO)
MO
01/13/2012 - 09/30/2016
J.A. GLYNN INVESTMENTS, LLC. (ST LOUIS MO)
MN
03/12/2003 - 06/10/2003
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
CO
10/24/2001 - 12/08/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
MO
07/13/1998 - 09/24/1999
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NY
03/02/1998 - 07/10/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
04/08/1992 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
MO
07/15/1989 - 05/14/1990
R.T. JONES CAPITAL EQUITIES, INC. (ST. LOUIS MO)
NA
11/23/1988 - 04/05/1989
B.C. CHRISTOPHER SECURITIES CO.
BC
Issued 10/29/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative 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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