Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Miron is a financial advisor at United Planners' Financial Services of America. Todd has been in the industry since September 8, 2021. Todd is registered with the state of Minnesota as a Registered Investment Advisor and holds the Series 7TO, Series 63, and SIE licenses. Todd is also a Chartered Financial Analyst. Todd specializes in providing financial planning services to individuals and businesses, as well as pension consulting. In addition, Todd is a representative of Munkeby Kramer DBA Munkeby Financial, Inc. for marketing purposes.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MN
01/26/2022 - Present
United Planners' Financial Services OF America A Limited Partner (HOPKINS MN)
BC
Issued 12/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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