Aksana Munoz, financial advisor Irvine CA
88 score

Aksana Munoz

CRD Number: 6177063
Current Firm: Benefit Financial Services Group

Aksana Munoz (CRD# 6177063) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 2 years of experience in the finance industry.

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Asset Planning, Inc.
Company Name Location Dates Years
Bfsg, LLC Irvine, CA Apr 2014 - Current 2
Benefit Funding Services Group Irvine, CA Feb 2013 - Current 3
Dr Processing Inc. Orange, CA Sep 2011 - Feb 2013 1
Unemployed Irvine, CA Jun 2011 - Sep 2011 < 1
Jpmorgan Chase Newark, DE Jan 2011 - Jun 2011 < 1
Drexel University Philadelphia, PA Mar 2009 - Dec 2010 1
Exelon Corp Kennett Square, PA Sep 2009 - Mar 2010 < 1
Remax All Stars Huntington Valley, PA Aug 2006 - Sep 2009 3
Camden Community College Blackwood, NJ Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Aksana Munoz
Phone Number: 949-955-2552
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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