Iris Leon-Mujica (CRD# 5779968) is an Investment Advisor Representative working at Advisory Investor Services LLC in Valencia, and has over 7 years of experience in the finance industry.
CRD# 2230292
Lpl Financial LLC
CRD# 5834052
Eagle Wealth Management Group Inc.
CRD# 1013780
Prosperitas Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Investor Services, LLC | Weston, FL | Jan 2016 - Current | 8 |
| Citi Valores, Asesora De Inversión Y Casa De Bolsa, C.a. | Caracas, | Mar 2015 - Dec 2015 | < 1 |
| Citi International Financial Services Llc (17053) | San Juan, PR | Mar 2015 - Dec 2015 | < 1 |
| Citi Valores, Asesora De Inversión Y Casa De Bolsa, C.a. | Caracas, | Oct 2013 - Mar 2015 | 1 |
| Citi International Financial Services LLC | Caracas, | Apr 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- FL
-
Total Assets Under Management195MILLIONS
-
Total Number of Accounts273ACCOUNTS
-
Average Account Value$713,153
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL, NJ
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.