Alberto
Munoz
John Hancock Personal Financial Services, LLC
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About this Advisor
Alberto Munoz is a financial advisor based in Miami, Florida, working with John Hancock Personal Financial Services, LLC. Alberto has previously held positions at Scottrade, Lpl Financial LLC, John Hancock, John Hancock Distributors LLC, and Ingham Retirement Group. Alberto has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Alberto is part of John Hancock Personal Financial Services, LLC, which operates out of Miami, Florida. The firm has 149 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at John Hancock Personal Financial Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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John Hancock Personal Financial Services, LLC Brokerage Details
$1,851,515,819
149
27,727
$66,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Alberto Munoz Work History
John Hancock
John Hancock Distributors LLC
Ingham Retirement Group
Lpl Financial LLC
Scottrade
Disclosures
Please visit the SEC profile of Alberto Munoz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at John Hancock Personal Financial Services, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Miami, FL
Boston, MA
Boston, MA
Boston, MA
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