Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Munoz is a financial advisor with over 15 years of experience in the industry. Manuel currently works with Citigroup Global Markets Inc. where Manuel provides a wide range of services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Prior to joining Citigroup, Manuel worked with Insigneo Securities, LLC, Capital Guardian, LLC, Morgan Keegan & Company, Inc., PFIC Securities Corporation and StateTrust Investments Inc. Manuel holds a Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 27, Series 31 and Series 63 license. Manuel is registered with the state of Florida and other states. Manuel's client base consists of individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Asset allocation advice
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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2
FL
03/24/2023 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
10/10/2011 - 03/14/2023
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
12/03/2009 - 03/05/2010
CAPITAL GUARDIAN, LLC (MIAMI FL)
TN
04/05/2007 - 04/03/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
03/14/2007 - 04/05/2007
PFIC SECURITIES CORPORATION (FRANKLIN TN)
FL
11/16/2005 - 01/06/2006
STATETRUST INVESTMENTS INC. (BOCA RATON FL)
NY
09/03/2004 - 11/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2021
Series 4 - Registered Options Principal Examination
BC
Issued 12/03/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/29/2012
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2023
Series 3 - National Commodity Futures Examination
BC
Issued 05/05/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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