Alberto Munoz (CRD# 6006060) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Miami, FL and has over 10 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock | Boston, MA | Mar 2019 - Current | 5 |
| John Hancock Distributors LLC | Boston, MA | Mar 2019 - Current | 5 |
| Ingham Retirement Group | Miami, FL | Feb 2018 - Mar 2019 | 1 |
| Lpl Financial LLC | Miami, FL | Oct 2015 - Feb 2018 | 2 |
| Scottrade | Miami, FL | May 2014 - Sep 2015 | 1 |
| Capital Guardian, LLC | Miami, FL | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- FL
- MA
-
Total Assets Under Management1,852MILLIONS
-
Total Number of Accounts27,727ACCOUNTS
-
Average Account Value$66,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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