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Carol Munoz

As an Independent Wedbush Financial Consultant, I am dedicated to serving my clients and the community. I believe my clients come first and work to help work toward their financial goals. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.

I also develop personalized investment strategies, to assist my clients in in working toward their short and long-term financial goals. Whether you would like to build personal wealth or plan for retirement, I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you work toward achieving your financial goals.


Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

  • Open a Wedbush NEXT spend account
  • Set and manage savings goals
  • Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

Carol Munoz Wedbush Next Referal Code


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CarolMunoz
Email Address
Carol.Munoz@wedbush.com
First Name
Carol
Last Name
Munoz
Bio

As an Independent Wedbush Financial Consultant, I am dedicated to serving my clients and the community. I believe my clients come first and work to help work toward their financial goals. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.

I also develop personalized investment strategies, to assist my clients in in working toward their short and long-term financial goals. Whether you would like to build personal wealth or plan for retirement, I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you work toward achieving your financial goals.


Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

  • Open a Wedbush NEXT spend account
  • Set and manage savings goals
  • Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

Carol Munoz Wedbush Next Referal Code


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