Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Mundahl is a registered representative of Morgan Stanley and has been in the industry since 2008. Claudia has a combined State Law Examination and is also Series 7, Series 31, and SIE licensed. Claudia is licensed in 27 states, including California, Colorado, Florida, and New Jersey. Claudia specializes in working with high net worth individuals, individuals other than high-net-worth, corporations, and other businesses. In addition to working as a registered representative for Morgan Stanley, Claudia has previously worked with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Claudia also holds a Real Estate license and is an inactive Real Estate License Holder for Coldwell Banker Realty Referral Network.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
05/05/2020 - Present
Morgan Stanley (New Brunswick NJ)
NJ
06/01/2009 - 07/09/2009
MORGAN STANLEY SMITH BARNEY (PARAMUS NJ)
NJ
12/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
BOTH
Issued 01/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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