Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Danniel Muro is an Investment Advisor Representative registered with Avantax Advisory Services, a firm with over 130,000 clients and $41.7 billion in regulatory assets under management. Alexis has been working in the financial industry since January 2019 and has a Series 7, SIE, and Series 66 license. Alexis is currently located in Lomita, California, and can provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension plans. Alexis has experience in commercial real estate and also works for Narbonne Plaza Partners, LLC, an investment firm in Lomita.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
07/12/2022 - Present
Avantax Advisory Services (Lomita CA)
BOTH
Issued 07/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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