Unclaimed
Faustino Theodore Munoz is a financial advisor at Oneascent Wealth Management. Faustino has been in the industry for over 2 years and has a Series 7TO, SIE, and Series 66. He has been a Registered Representative with Thrivent Investment Management Inc. and is currently registered with the state of Florida. Faustino is committed to providing personalized financial advice to clients.
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.
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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2
AL
01/01/2025 - Present
Oneascent Wealth Management (BIRMINGHAM AL)
MO
03/31/2022 - 04/18/2024
THRIVENT INVESTMENT MANAGEMENT INC. (SAINT LOUIS MO)
BOTH
Issued 04/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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