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Haresh Anantrai Muni

Avantax Investment Services, Inc.

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About Haresh Anantrai Muni

Haresh Muni is a financial advisor with Avantax Investment Services, Inc. Haresh has been in the financial services industry since 1988 and has a wide range of experience in investment products and services. Haresh is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, Series 22, and SIE licenses. Haresh is also registered with the state of Oklahoma and other states. Haresh specializes in providing financial advice to individuals and families in the Enid, OK area.

Firm Information

Haresh Muni is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Haresh Muni’s Registration & Firm History

OK

02/04/2004 - Present

Avantax Investment Services, Inc. (ENID OK)

TX

01/13/1988 - 01/02/2004

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BC

Issued 12/28/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/21/1987

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Haresh Anantrai Muni.
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