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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Nunez is a financial advisor with Cetera Investment Advisers LLC, a firm with offices in Schaumburg, IL and Yonkers, NY. Miguel has been a registered representative for over 10 years and holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Miguel has experience with J.P. Morgan Securities LLC and Chase Investment Services Corp. In addition to his role as a financial advisor, Miguel is also the owner and president of Nunez Wealth Management Inc. and provides wealth management and tax preparation services.
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.
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
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (YONKERS NY)
NY
10/01/2012 - 08/28/2020
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
10/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 8/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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