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Laura Munoz alarcon

Finamex Asset Management, LLC

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About Laura Munoz alarcon

Laura Munoz Alarcon is a registered Investment Advisor Representative with Finamex Asset Management, LLC, located in Houston, TX. Laura has been in the securities industry since 2009. Laura is licensed to provide advisory services in Texas. Laura has previously worked at VectorGlobal WMG and IXE Securities, LLC. Laura holds Series 7, 7TO, SIE and 65 licenses. Laura specializes in providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Laura Munoz alarcon is currently registered with Finamex Asset Management, LLC. Finamex Asset Management, LLC is an investment advisor registered with the SEC. The firm has 3 registered representatives and 2 investment adviser representatives and manages approximately $70.94 million in assets. The firm offers financial planning, portfolio management for individuals, and portfolio management for businesses. Finamex Asset Management, LLC primarily serves individuals other than high-net-worth individuals and corporations or other businesses.

$70.94M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Munoz alarcon’s Registration & Firm History

TX

12/18/2023 - Present

Finamex Asset Management, LLC (HOUSTON TX)

FL

04/16/2010 - 01/26/2011

VECTORGLOBAL WMG (MIAMI FL)

NY

12/08/2009 - 03/16/2010

IXE SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/22/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2023

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Munoz alarcon.
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