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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 in Overland Park, Kansas. Jose Luis Munoz has been in the financial industry since 2016 and is registered with Cetera Investment Advisers LLC. Jose Luis Munoz has also been previously registered with TRANSAMERICA FINANCIAL ADVISORS, INC and AMERIPRISE FINANCIAL SERVICES, INC.. Jose Luis Munoz specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. In addition to the above, Jose Luis Munoz also works as an Adjunct Professor for Finance at Donnelly College.
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 01/13/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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