Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Daniel Muniz is a registered representative with Northwestern Mutual Investment Services, LLC. Charles has been in the securities industry since September 4, 2013. He is licensed in 15 states and is a registered representative with FINRA. Charles has earned the Series 6, 7, 63 and SIE licenses. He is based out of the El Paso office. The Northwestern Mutual Investment Services, LLC, El Paso office is located at 5870 ONIX DRIVE SUITE A.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
09/05/2013 - Present
Northwestern Mutual Investment Services, LLC (EL PASO TX)
BC
Issued 09/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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