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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronny? Claim Your ProfileRonny Omar Munoz is an active investment advisor representative, currently registered with Ameriprise Financial Services, LLC. Ronny has been in the industry for over 15 years, having started in December of 2008. Ronny has held registrations with multiple firms including Chase Investment Services Corp. and Gunnallen Financial, Inc. Ronny holds several licenses including Series 6, Series 7, Series 63, and Series 65. Ronny currently works out of the Minneapolis, MN branch office of Ameriprise Financial Services, LLC.
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.
Asset allocation 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.
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2
MN
09/25/2015 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
NY
07/06/2010 - 12/08/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MITCHEL FIELD NY)
NY
12/05/2008 - 06/23/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
11/09/2007 - 11/04/2008
GUNNALLEN FINANCIAL, INC (GARDEN CITY NY)
IA
Issued 11/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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