Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Meyer Kingsbury has been in the financial services industry since 1996. Todd is currently registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to joining Merrill Lynch, Todd was with Stifel, Nicolaus & Company, Incorporated, RBC Capital Markets, LLC and RBC Capital Markets Corporation. Todd is a licensed General Securities Principal. Todd holds the Series 7, Series 24, Series 55 and Series 66 licenses. Todd's firm, Merrill Lynch, Pierce, Fenner & Smith Incorporated, is a large firm managing over $1 trillion in assets.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
06/26/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)
NY
10/23/2012 - 09/08/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
02/29/2008 - 09/21/2012
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
02/24/2006 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
12/20/2005 - 01/17/2006
SOLEIL SECURITIES CORPORATION (NEW YORK NY)
NY
05/24/2004 - 01/03/2006
FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)
NY
07/23/2002 - 05/13/2004
SG COWEN & CO., LLC (NEW YORK NY)
NY
05/01/2001 - 07/16/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/05/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/01/2000 - 02/05/2001
CHASE SECURITIES INC. (NEW YORK NY)
CA
01/27/2000 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
10/06/1998 - 01/10/2000
D. E. SHAW SECURITIES, L.P. (NEW YORK NY)
NY
04/02/1993 - 09/18/1998
SHERWOOD SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 5/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/7/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 9/8/2017
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 1/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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