Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Lindemuth is a financial advisor who has been in the industry since June 2010. Todd is currently registered with LPL Financial LLC. He is a Series 6, 7, 63 and 65 licensed professional, and also holds the SIE designation. Todd has previously worked with CUNA BROKERAGE SERVICES, INC., CUNA Mutual Group and American Heritage FCU. Todd has a diverse range of clients including high-net-worth individuals, corporations and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
05/18/2022 - Present
LPL Financial LLC (PHILADELPHIA PA)
PA
06/02/2010 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
IA
Issued 07/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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