Eduardo Munoz Perez
CRD Number: 7667709Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eduardo Munoz Perez (CRD# 7667709) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Watsonville, CA and has 1 year of experience in the finance industry.
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5011191
Raymond James Financial Services Advisors, Inc.
CRD# 6737880
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Monterey, CA | Nov 2022 - Current | 1 |
| Bank Of America | Monterey, CA | Feb 2019 - Nov 2022 | 3 |
| Cricket Wireless | Seaside, CA | Jun 2016 - Aug 2019 | 3 |
| Monterey Peninsula College | Monterey, CA | Aug 2016 - Dec 2018 | 2 |
| Seaside High School | Seaside, CA | Aug 2011 - Jul 2016 | 4 |
| Louie Linguini's | Monterey, CA | Dec 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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