Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrick? Claim Your ProfileDarrick Edward Munsch is an active advisor at Edward Jones in Neenah, Wisconsin. Darrick has been in the industry since 2004 and has held registrations with several firms including Private Client Services, LLC, SII INVESTMENTS, INC., LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., CHASE INVESTMENT SERVICES CORP., and ASSOCIATED INVESTMENT SERVICES, INC. Darrick is also registered as an investment advisor representative in Texas and Wisconsin. Darrick holds a Series 6, Series 7, Series 63 and Series 66 license.
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.
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.
See schedule d - miscellaneous
1
2
WI
06/28/2024 - Present
Edward Jones (NEENAH WI)
WI
01/02/2018 - 07/12/2024
PRIVATE CLIENT SERVICES, LLC (Appleton WI)
WI
06/01/2016 - 12/31/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
10/11/2011 - 06/15/2016
LPL FINANCIAL LLC (GREEN BAY WI)
WI
10/01/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (GREENBAY WI)
WI
02/17/2010 - 09/08/2010
CHASE INVESTMENT SERVICES CORP. (GREEN BAY WI)
WI
08/16/2005 - 02/08/2010
ASSOCIATED INVESTMENT SERVICES, INC. (APPLETON WI)
IL
12/03/2003 - 03/08/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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