Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Munoz is an investment advisor representative associated with Janney Montgomery Scott LLC. Kevin has been in the financial services industry for over 20 years, having joined Janney in 2022. Prior to joining Janney, Kevin was a registered representative with Raymond James & Associates, Inc., and PFS Investments Inc. Kevin is a Series 6, 7, and 63 licensed representative and a Series 65 licensed investment advisor representative. Kevin's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Kevin is committed to providing his clients with personalized financial advice and investment management services.
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.
Fee plus commission
1
2
FL
02/08/2022 - Present
Janney Montgomery Scott LLC (Miami FL)
FL
11/01/2004 - 03/01/2022
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
GA
02/09/2000 - 11/01/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/22/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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