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Monica Scarlett Razuleu-munoz

Protection Point Advisors

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About Monica Scarlett Razuleu-munoz

Monica Scarlett Razuleu-munoz is a Registered Investment Advisor with Protection Point Advisors. Monica has been working in the financial industry since 2009, and has experience with both insurance and investment advice. Monica holds the Series 7, Series 66, and SIE exams.

Firm Information

Monica Razuleu-munoz is currently registered with Protection Point Advisors. Protection Point Advisors is an investment advisor based in Roseville, CA. They have 12 licensed agents and manage over $548 million in assets. The firm provides financial planning and portfolio management for individuals and businesses. They also offer selection of other advisers. Protection Point Advisors specializes in working with high-net-worth individuals and individuals other than high-net-worth, and they have experience managing assets for pooled investment vehicles, insurance companies, and other investment advisers.
Protection Point Advisors

3200 DOUGLAS BLVD

ROSEVILLE, CA 95661

$548.30M

Assets Under Management

41

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Monica Razuleu-munoz’s Registration & Firm History

CA

10/10/2018 - Present

Protection Point Advisors (ROSEVILLE CA)

CA

11/12/2012 - 12/31/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (CULVER CITY CA)

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Licenses & Designations

BOTH

Issued 07/25/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Monica Scarlett Razuleu-munoz.
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