Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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