Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Edward Muendel is a financial advisor currently registered with D.a. Davidson & Co. Todd has been in the financial industry since 1999, and has worked at several firms including Piper Sandler & Co., Stifel, Nicolaus & Company, Incorporated, Legg Mason Wood Walker, Incorporated, and Salomon Smith Barney Inc. Todd has a broad range of experience, and specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and publication of periodicals.
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.
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.
1
2
CO
01/18/2024 - Present
D.a. Davidson & Co. (DENVER CO)
MD
03/31/2015 - 06/21/2023
PIPER SANDLER & CO. (BALTIMORE MD)
MD
12/01/2005 - 04/07/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
04/05/2002 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
04/08/1998 - 06/28/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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