Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Dexter Muncy is a financial advisor with Fidelity Personal And Workplace Advisors. Todd has over 25 years of experience in the financial services industry. Todd specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Todd has been registered with the Securities and Exchange Commission since 1991 and is currently registered in 52 states.
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.
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.
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.
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2
UT
03/11/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
03/20/2018 - 09/08/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
02/26/2018 - 02/28/2018
TD AMERITRADE, INC. (PHOENIX AZ)
AZ
08/22/2016 - 02/26/2018
SCOTTRADE, INC. (PHOENIX AZ)
AZ
04/17/2014 - 08/26/2014
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
09/27/2010 - 11/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
04/30/2010 - 09/15/2010
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/17/2006 - 03/18/2010
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
02/20/2006 - 06/22/2006
CHASE INVESTMENT SERVICES CORP. (SURPRISE AZ)
IL
03/28/2003 - 03/15/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
TX
03/22/1995 - 07/31/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/31/1993 - 02/08/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
09/23/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
07/08/1991 - 10/01/1991
R A F FINANCIAL CORPORATION (DENVER CO)
CO
08/17/1988 - 08/11/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 06/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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