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VerifiedFinancial Services· Founded 2019

Mundi Financial

At Mundi Financial, our professionals are more than just financial advisors — we’re your neighbors, dedicated to serving individuals and families in our community. We apply a warm, receptive style to the serious business of managing your wealth. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC, an affiliate of Kestra Investment Services, LLC. Mundi Financial is not affiliated with Kestra IS. and This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

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HeadquartersMiddletown, United StatesEmployees6(1 to 10)Founded year2019Websitemundifinancial.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

6

1 to 10 range

Open roles

—

no listings

Distinct roles

5

indexed titles

Tech stack

2

tools in use

Monthly traffic

48

organic / mo

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Top roles at Mundi Financial

5 distinct titles indexed · top 5 shown.

  • 1ceo & founder
  • 1financial advisor
  • 1portfolio analyst
  • 1vice president operations
  • 1vice president-investor relations

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