Invested Better
Unclaimed

Unclaimed

Unclaimed

Aksana Munoz

Benefit Financial Services Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Aksana? Claim Your Profile

About Aksana Munoz

Aksana Munoz is an Investment Advisor Representative registered with Benefit Financial Services Group. Aksana has been in the industry since February 2013. Aksana is licensed in California and holds the Series 65 license. The firm primarily focuses on providing investment advice to individuals, charitable organizations, pension and profit sharing plans, and corporations.

Firm Information

Aksana Munoz is currently registered with Benefit Financial Services Group. Benefit Financial Services Group (BFSG) is an independent wealth management firm located in Irvine, California. The firm provides comprehensive financial planning, investment management, and insurance solutions to individuals, families, businesses, and non-profit organizations. BFSG has over $1.1 billion in assets under management and serves a variety of client types, including high-net-worth individuals, charitable organizations, and pension plans. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
Benefit Financial Services Group

2040 MAIN STREET

IRVINE, CA 92614

$1.15B

Assets Under Management

77

Total Clients

23

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

credit and cash management solutions, insurance solutions

Credit and cash management solutions, insurance solutions

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

A percentage of assets under consultation

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Aksana Munoz’s Registration & Firm History

CA

06/05/2014 - Present

Benefit Financial Services Group (IRVINE CA)

Not sure if Aksana Munoz is right for you?

Licenses & Designations

IA

Issued 06/05/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aksana Munoz.
Not sure if Aksana Munoz is right for you?