Suzanne M. Muniz
Professional summary
Suzanne Marie Muniz, CFP®, who also goes by Suzanne Marie Hartzell, Suzanne Marie Walker, Suzanne Walker, is a registered financial advisor currently at AIS ASSET MANAGEMENT located in Irvine, California.
Suzanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Suzanne has worked at 3 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Suzanne Marie Muniz's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
December 4, 2022 - Present
AIS ASSET MANAGEMENT
October 15, 2013 - January 31, 2020
CITY NATIONAL SECURITIES, INC.
July 28, 2008 - January 5, 2011
COMERICA SECURITIES
May 14, 2008 - January 5, 2011
COMERICA SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/4/2022)
Exams
Current Firm
AIS ASSET MANAGEMENT
CRD#: 312562 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 7,241,971 |
Red Flags
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