Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Arturo Munoz is a registered investment advisor representative with Kovitz Investment Group Partners, LLC, which is a firm with approximately 11,290,749,061 in regulatory assets under management. Thomas has been in the industry since 2017 and has been registered with the state of Michigan since 2024. Thomas has passed the Series 66, Series 63, Series 7TO, and SIE examinations. Thomas's employment history includes experience at AXA Advisors, LLC, Focus Financial Group, Inc., Telemus Capital, LLC, and Kovitz Investment Group Partners, 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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
MI
01/04/2025 - Present
Kovitz Investment Group Partners, LLC (Southfield MI)
MI
03/04/2019 - 01/06/2020
AXA ADVISORS, LLC (TROY MI)
BOTH
Issued 08/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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