Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Munoz is a financial advisor with over 15 years of experience in the industry. He is currently registered as an Investment Advisor Representative with Fourstar Wealth Advisors, LLC. Edward has held various positions at different firms throughout his career, including roles at LPL Financial LLC, Principal Securities, Inc., and G.F. Investment Services, LLC. Edward is also a soccer referee and holds the Series 66, SIE and Series 7 licenses. Edward's areas of specialization include financial planning, pension consulting, and portfolio management. Edward primarily serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NJ
10/24/2023 - Present
Fourstar Wealth Advisors, LLC (Sparta NJ)
NJ
09/03/2021 - 03/22/2023
LPL FINANCIAL LLC (EAST BRUNSWICK NJ)
NJ
02/18/2019 - 09/21/2021
PRINCIPAL SECURITIES, INC. (Parsippany NJ)
NJ
03/21/2017 - 01/04/2018
G.F. INVESTMENT SERVICES, LLC (PARSIPPANY NJ)
NJ
12/05/2014 - 03/16/2017
MSI FINANCIAL SERVICES, INC. (FAIRFIELD NJ)
NY
07/24/2013 - 12/22/2014
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NJ
10/21/2010 - 07/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NY
11/13/2007 - 03/10/2009
AXA ADVISORS, LLC (NEW YORK NY)
NJ
09/07/2007 - 10/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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