Karina Munji

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2017 → Present
  Uber
  San Francisco, CA
• 09/2017 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2017 → 01/2019
  Vijay Thakkar And Associates. Ltd
  Glen Ellyn, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 05/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Other Businesses

1) NAME OF OTHER BUSINESS: 3PLAY MEDIA, INVESTMENT RELATED: NO, ADDRESS: 77 N. WASHINGTON ST, 2ND FLOOR, BOSTON, MA, 02114, NATURE OF BUSINESS: AUDIO TRANSCRIPTION, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: FREELANCE TRANSCRIBER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LISTEN TO AUDIO AND PROVIDE A WRITTEN TRANSCRIPTION; 2) NAME OF OTHER BUSINESS: TRANSCRIBE ME, INVESTMENT RELATED: NO, ADDRESS: 1111 BROADWAY, SUITE 300, OAKLAND, CA, 94607, NATURE OF BUSINESS: AUDIO TRANSCRIPTION, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: FREELANCE TRANSCRIBER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LISTEN TO AUDIO AND PROVIDE A WRITTEN TRANSCRIPTION; 3) NAME OF OTHER BUSINESS: REV, INVESTMENT RELATED: NO, ADDRESS: 1717 W 6TH ST, SUITE 310, AUSTIN, TX, 78703, NATURE OF BUSINESS: AUDIO TRANSCRIPTION, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: FREELANCE TRANSCRIBER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LISTEN TO AUDIO AND PROVIDE A WRITTEN TRANSCRIPTION;

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04

Other Names

• Karina Marie Munji