Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miralia? Claim Your ProfileMiralia Ortiz Pacheco is an active Registered Representative and Investment Advisor Representative, licensed in multiple states. Miralia has been in the financial industry since 1998, working with clients in various capacities. Miralia is currently employed by Voya Financial Advisors, Inc. with branch locations in Chula Vista, CA and Redlands, CA. Miralia has experience in a variety of financial planning services including portfolio management, investment advisory services, and educational seminars. Prior to Voya Financial Advisors, Inc. Miralia worked for ING Financial Advisers, LLC, ING Financial Partners, Inc. and Sentra Securities Corporation. Miralia holds multiple licenses and registrations including Series 6, Series 63, and Series 65, allowing her to offer a range of financial services to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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
CA
12/15/2022 - Present
Voya Financial Advisors, Inc. (CHULA VISTA CA)
CA
06/30/2004 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (CHULA VISTA CA)
CT
06/01/1999 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
AZ
04/02/1998 - 06/01/1999
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 02/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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