Unclaimed
Edmund Frederick Muenchen is a registered representative with Fifth Third Securities, Inc. Edmund has been in the securities industry since September 26, 1996. Edmund is licensed to conduct business in Florida and Ohio. Edmund has previously worked for KEY INVESTMENT SERVICES LLC, FIFTH THIRD SECURITIES, INC., PNC INVESTMENTS, NATCITY INVESTMENTS, INC., U.S. BANCORP INVESTMENTS, INC., QUICK & REILLY, INC., and FIDELITY BROKERAGE SERVICES LLC. Edmund's specializations include asset allocation, portfolio management, and financial planning.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/19/2016 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
02/24/2016 - 07/18/2016
KEY INVESTMENT SERVICES LLC (CINCINNATI OH)
OH
06/30/2010 - 02/22/2016
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
11/13/2009 - 11/30/2009
PNC INVESTMENTS (CINCINNATI OH)
OH
05/23/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (CINCINNATI OH)
MN
09/23/2003 - 05/16/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
12/16/2002 - 06/25/2003
QUICK & REILLY, INC. (NEW YORK NY)
RI
11/01/1995 - 12/06/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 2/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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