Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Demetrio? Claim Your ProfileDemetrio Joselito Munoz is a financial advisor registered with MML Investors Services, LLC. Demetrio has been a licensed professional in the financial services industry since 1997 and has held registrations with several firms. He is experienced in both Broker-Dealer and Investment Advisory services and holds registrations in the states of California and Washington.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WA
10/08/2024 - Present
MML Investors Services, LLC (Bellingham WA)
CA
11/29/2016 - 06/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA CLARITA CA)
CA
08/27/2012 - 10/17/2016
VFG SECURITIES, INC. (CULVER CITY CA)
CA
03/09/2012 - 09/26/2012
PROEQUITIES, INC. (TOLUCA LAKE CA)
CA
11/13/2006 - 12/31/2011
BROKERSXPRESS LLC (NORTH HOLLYWOOD CA)
CA
08/12/2002 - 09/25/2006
EQUITY SERVICES, INC. (TOLUCA LAKE CA)
CA
06/13/2001 - 05/13/2002
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NY
10/11/2000 - 05/24/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
06/16/1999 - 10/16/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NJ
02/10/1998 - 02/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MO
10/18/1995 - 12/31/1996
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
03/07/1995 - 10/20/1995
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
06/14/1994 - 01/30/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
01/01/1994 - 05/05/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/1994 - 05/05/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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