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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. Joseph has been in the financial industry since 1989. Joseph is registered with the state of Louisiana and Texas. Joseph has experience in both individual and business financial planning, pension consulting, and portfolio management. Joseph also holds a Series 6, 7, 24, 26, 63 and 66 license.
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 04/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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