Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Pacheco Jr. is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in BEVERLY, MA. Miguel has been in the industry since May 2011 and is registered in multiple states. Miguel is also a licensed owner of several other businesses, including Local Premier, LLC. Miguel has experience providing advisory services to individuals, corporations, pension plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/10/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY MA)
NJ
05/11/2017 - 12/12/2017
PFS INVESTMENTS INC. (WOODLAND PARK NJ)
NJ
04/01/2013 - 02/22/2017
PNC INVESTMENTS (BEDMINSTER NJ)
NY
10/01/2012 - 03/01/2013
J.P. MORGAN SECURITIES LLC (CHESTNUT RIDGE NY)
NY
01/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHESTNUT RIDGE NY)
BOTH
Issued 5/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/2/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/6/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 1/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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