Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Bauder is a financial advisor at Edward Jones with over 10 years of experience in the industry. Todd has a strong background in providing financial planning and portfolio management services for individuals, businesses, and retirement plans. Todd has held Series 3, 4, 6, 7, 24, 52, 53 and 63 licenses and has worked at several firms including LPL Financial and Vanguard Marketing.
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
MO
08/31/2017 - Present
Edward Jones (ST LOUIS MO)
NM
05/31/2007 - 09/13/2017
LPL FINANCIAL LLC (ALBUQUERQUE NM)
NC
06/02/2006 - 04/23/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 06/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/14/2013
Series 4 - Registered Options Principal Examination
BC
Issued 05/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 3 - National Commodity Futures Examination
BC
Issued 04/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2006
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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