Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Luis Munoz is a financial advisor at Cetera Investment Advisers LLC. Jose has been in the financial industry since May 2016 and has a strong track record of success. Jose specializes in helping individuals and families reach their financial goals. Jose holds the Series 7, 63, 65, and 26 licenses. Jose also holds a bachelor's degree in Finance.
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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2
KS
01/05/2023 - Present
Cetera Investment Advisers LLC (Overland Park KS)
KS
06/13/2017 - 12/19/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (Overland Park KS)
KS
11/12/2015 - 11/30/2016
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BC
Issued 1/13/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 1/6/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/14/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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