Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Regan Munoz is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Brenda has been in the securities industry since 1991 and has a broad range of experience. Brenda is registered to provide investment advice in Alabama, North Carolina and Texas. Brenda Regan Munoz is also a registered representative with Cambridge Investment Research, Inc. and is registered in Alabama, North Carolina and Texas. Brenda has held previous positions with VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company. Brenda Regan Munoz is also an Independent Insurance Agent for various Independent Insurance Companies. Brenda Regan Munoz is also an advisory representative of a Registered Investment Advisor firm in Fairfield, Iowa. Brenda Regan Munoz is also the Vice Regent of the Catholic Daughters Court St. Laurence #2402 in Sugar Land, Texas. Brenda Regan Munoz offers a variety of services including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
06/01/2012 - Present
Cambridge Investment Research Advisors, Inc. (SUGAR LAND TX)
TX
04/06/1999 - 06/07/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/08/1991 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 03/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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