Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Muniz is a financial advisor with over 16 years of experience in the industry. Michael is currently registered with Integrated Wealth Concepts LLC, an independent investment advisor firm, and is also registered with LPL Financial, LLC. Michael's previous employers include Dividend Capital Securities, LLC, Janus Distributors LLC, and Lincoln Financial Advisors Corporation. Michael offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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2
CA
05/10/2019 - Present
Integrated Wealth Concepts LLC (San Diego CA)
CA
07/14/2015 - 05/13/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN DIEGO CA)
CO
04/29/2009 - 06/05/2015
DIVIDEND CAPITAL SECURITIES, LLC (DENVER CO)
CO
05/07/2007 - 04/13/2009
JANUS DISTRIBUTORS LLC (DENVER CO)
IA
Issued 08/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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