Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Esteban? Claim Your ProfileEsteban Munoz is a financial advisor registered with Osaic Wealth, Inc. with over 15 years of experience in the industry. Esteban has held previous roles with Woodbury Financial Services, Inc. and First Investors Corporation, and is currently licensed in multiple states, including Arizona, California, Florida, Indiana, Kentucky, Michigan, Minnesota, Nevada, Texas, Utah, and Virginia. Esteban specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Esteban also provides selection of other advisors services.
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.
A percentage of the total value of assets under management is charged.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (CHINO HILLS CA)
CA
04/10/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHINO HILLS CA)
CA
08/05/2008 - 04/13/2015
FIRST INVESTORS CORPORATION (MONROVIA CA)
IA
Issued 03/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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