Gateway Financial, LLC

CONNECT

Address:

9821 Olde Eight Road Suite M
Northfield Center, OH 44067

Phone:

Toll Free: 844-592-9888

Fax/Other:

330-754-0424

Todd Pouliot, AIF

Todd Pouliot, AIF

Investment Advisor Representative

Todd Pouliot, AIF, President of Gateway Financial, LLC, is an Accredited Investment Fiduciary and Investment Advisor Representative with Sigma Planning Corporation who works comprehensively to help clients find clarity with their long-term wealth management issues. Todd holds the Series 6, 63, 65 and 7 securities license and also holds Life and Health certificates.

Accredited Investment Fiduciary® (AIF®) The AIF® designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF® Code of Ethics. In order to maintain the AIF® designation, the individual must annually renew their affirmation of the AIF® Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 [fi36]) company).

Todd and his wife Jennifer are actively involved with the Northern Ohio Chapter of the Cystic Fibrosis Foundation. We ask that you join us annually at both the Cleveland and Akron Wine Openers to Benefit the Cystic Fibrosis Foundation. In addition Todd holds an annual volleyball tournament in Cuyahoga Falls Ohio called Bump, Set, Cure Found to raise additional dollars for this worthwhile cause. 

Phone Toll Free: 844-592-9888
Fax 330-754-0424
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck