Miguel Nunez (CRD# 5712892) is an Investment Advisor Representative working at Cetera Advisors LLC in Bronx, NY and has over 13 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Denver, CO | Aug 2020 - Current | 2 |
| Nunez Wealth Management | Bronx, NY | Aug 2020 - Current | 2 |
| N/a | Bronx, NY | Jul 2016 - Current | 6 |
| Jpmorgan Chase Bank, Na | Bronx, NY | Apr 2018 - Aug 2020 | 2 |
| Jp Morgan Securities LLC | Bronx, NY | Apr 2018 - Aug 2020 | 2 |
| Jpmorgan Chase Bank, N.a. | Bronx, NY | Jan 2018 - Apr 2018 | < 1 |
| J.p. Morgan Securities LLC | New York, NY | Oct 2012 - Apr 2018 | 5 |
| Jpmorgan Chase Bank N.a | New York, NY | Sep 2009 - Jan 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- NJ
- NY
-
Total Assets Under Management21,228MILLIONS
-
Total Number of Accounts90,646ACCOUNTS
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Average Account Value$234,185
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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