Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Antonio Muniz is an investment advisor representative at Bankers Life Advisory Services, Inc. Juan has been in the industry for over 18 years and holds Series 66, Series 7TO and SIE licenses. Juan has a strong background in the insurance industry and has worked with a variety of clients, including individuals, families, and businesses. Juan is committed to providing his clients with personalized financial advice and investment strategies to help them reach their goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
11/03/2022 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 11/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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