Michael Mundo
Managing Director @Mundo Financial Services
Bradenton, FL, US
EMAILS
m••••••••@mundofs.com
MOBILE NUMBERS
+18•••••••53
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WORK HISTORY
Feb 2023 — Present
Managing Director @Mundo Financial Services
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US
EDUCATION
2007 — 2008
Tallahassee State College
Certified Financial Planner, Certified Financial Planner
1990 — 1993
Calhoun High School Merrk NY
Bachelor of Business Administration (BBA)
1993 — 1998
Central Connecticut State University
B.S Business, Banking, Corporate, Finance,
SKILLS
WealthAsset ManagementFinancial PlanningEquitiesFinancial ServicesStrategyAsset AllocationMutual FundsFinancial AdvisoryRisk ManagementRelationship ManagementTradingBusiness PlanningManagementTeam BuildingEquity TradingMarketingSeries 63401kAsset ManagmentSeries 7Series 65Retirement PlanningFinraRetirementStrategic Financial PlanningInvestment ManagementInsuranceSeries 24Employee BenefitsStrategic PlanningFinancial AnalysisDue DiligenceSecuritiesSalesEstate PlanningLeadershipInvestmentsAlternative InvestmentsInvestment Advisory
ABOUT MICHAEL MUNDO
Securities and advisory services offered through LPL Financial, a registered investment…
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