Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Avery Muntean is an investment advisor representative associated with Windy Hill Ventures, Inc.. Mark is currently registered with the state of California and has a Series 2 license. Mark has been in the industry since 1993. Mark provides portfolio management for individuals and has experience in providing consulting services to company clients. Mark has a proven track record of success in the financial industry and is committed to providing clients with the highest level of service.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/26/2021 - Present
Windy Hill Ventures, Inc. (REDWOOD CITY CA)
BC
Issued 07/10/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Mark Muntean is the right advisor for you? Invested Better is here to help.
