Unclaimed
Michael Clifton Muns has been in the financial services industry since January 22, 1969. Michael is currently registered with SPC and is licensed in Texas and Arkansas. Michael is also an independently licensed insurance agent appointed with various insurance companies. Prior to joining SPC, Michael worked with Ameriprise Financial Services, Inc. and Investment Professionals, Inc. Michael provides financial planning and portfolio management for individuals, businesses and pension plans.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
02/01/2019 - Present
SPC (ANN ARBOR MI)
TX
06/22/2018 - 02/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (San Antonio TX)
TX
10/07/1994 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
06/12/1987 - 10/17/1994
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
08/05/1971 - 06/24/1987
E. F. HUTTON & COMPANY INC
NA
01/22/1969 - 08/22/1971
THE INVESTAMERICA GROUP INC.
BOTH
Issued 07/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/01/1978
PC - AMEX Put and Call Exam
BC
Issued 03/06/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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