Unclaimed
Todd Joseph Meucci is a financial advisor with over 24 years of experience in the industry. Todd has a wide range of experience, including working with Eudaimonia Partners, LLC and Kingswood Wealth Advisors, LLC. Todd holds licenses in Tennessee and other states. Todd is committed to providing personalized financial advice to individuals, families, and businesses. Todd has a broad range of expertise in financial planning, investment management, and insurance.
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.
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2
TN
01/31/2019 - Present
Eudaimonia Partners, LLC (WINCHESTER TN)
NY
05/06/2019 - 08/30/2024
ALT FUND DISTRIBUTORS LLC (NEW YORK NY)
MN
08/04/2016 - 04/25/2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
OH
04/05/2016 - 07/22/2016
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
NE
08/07/2013 - 11/02/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CA
02/07/2011 - 06/01/2012
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CT
10/24/1996 - 01/20/2011
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
IA
Issued 10/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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