Financial Consulting
I offer financial consulting services to people in need of some financial planning and restructuring. I’ll get to help you set up plans for retirement, mortgage and every other finance-intensive milestone in your life.
Stock Brokerage
I partner withUBS FINANCIAL SERVICES INC. to give investment advice and offer stock brokerage services to clients trying to be adept in the stock market. I assist my clients with the trading of stocks and also give substantial advice on stocks to trade.
Digital Currency Trading
Apart from Stock Brokerage, I am an Expert Trader in Forex & Cryptocurrency. I do a great deal of research for my clients in order to efficiently advise on the tokens to daytrade with, or invest in for a long period.
MARGARITA FELICIA MUNOZ
About Me
I’ve garnered over 23 years of solid experience working with up to five prestigious investment/ brokerage firms in the United States, accumulating well over 15 state licenses in the process.
I work extensively with individual investors & businesses through periods of expansion. I help my clients rapidly accumulate profit within a specified trading period, utilizing advanced multi-market trading strategies.
hello@Margaritafeliciamunoz.com
EXAMINATION
SIE -Securities Industry Essentials Examination 10/01/2018
General Industry/Product Exams
Series 7 - General Securities Representative Examination 05/04/2002
General Industry/Product Exams
Series 66 - Uniform Combined State Law Examination 05/31/2025
State Securities Law Exams
Series 63 - Uniform Securities Agent State Law Examination 12/14/2002
State Securities Law Exams
HISTORY
WORKING HISTORY
UBS FINANCIAL SERVICES INC. (CRD# 8174)
2025 - Present (<1 year)
UBS INTERNATIONAL INC. (CRD# 107726)
2007 - 2010 (2 years)
CITIGROUP GLOBAL MARKETS INC. (CRD# 7059)
2002 - 2007 (5 years)
Testimonial
What People say
I really enjoy working with Maria Isabel Mirzaaghasi. Her discipline and knowledge of the financial market are outstanding. We've faced various challenges while developing my portfolio, and she always has the perfect strategy!
I thoroughly enjoy working with Maria Isabel Mirzaaghasi. Her dedication and expertise in the financial market are exceptional. We've addressed numerous challenges in building my portfolio, and she consistently knows how to tackle them!
I genuinely enjoy collaborating with Maria Isabel Mirzaaghasi. Her discipline and expertise in the financial market are truly impressive. We’ve navigated various challenges in building my portfolio, and she always knows the best way to handle them!
Skills
My Skills and Achievements