Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Leon Munoz is a financial advisor with CG Advisory Services. Juan has been in the financial industry for over 10 years. Juan's previous employers include Raymond James Financial Services, Inc., SagePoint Financial, Inc., and VALIC Financial Advisors, Inc. Juan is registered with the state of Texas as an Investment Advisor Representative. Juan is also a Certified Financial Planner. Juan has a strong track record of providing financial advice to individuals, families, and businesses. Juan specializes in financial planning, portfolio management, and retirement planning. Juan is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
06/14/2019 - Present
CG Advisory Services (WILLIAMSTON MI)
TX
04/28/2014 - 06/17/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUGAR LAND TX)
TX
07/10/2012 - 04/30/2014
SAGEPOINT FINANCIAL, INC. (SUGAR LAND TX)
TX
07/28/2008 - 09/08/2011
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 12/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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