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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Muniz is a financial advisor with Cetera Investment Advisers LLC in Baton Rouge, LA. Joseph has over 30 years of experience in the financial services industry. Joseph's primary focus is providing financial planning and portfolio management for individuals, businesses, and retirement plans. Joseph holds Series 6, 7, 24, 26, 63 and 66 licenses. Cetera Investment Advisers LLC is a registered investment advisor and provides a wide range of financial services to individuals, businesses, and retirement plans. The firm has a strong focus on financial planning and investment management. Cetera Investment Advisers LLC has offices throughout the United States and manages over $100 billion in assets.
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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LA
03/21/2024 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
05/21/2003 - 07/12/2018
ONEAMERICA SECURITIES, INC. (BATON ROUGE LA)
MA
03/30/1989 - 05/08/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/30/1989 - 05/08/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 4/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 5/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 3/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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