Unclaimed
Mireya Polanco is a financial professional with over 16 years of experience in the financial services industry. Mireya is currently registered with J.P. Morgan Securities LLC and has previously worked with LPL FINANCIAL LLC and HSBC SECURITIES (USA) INC. Mireya holds the Series 6, Series 63, and SIE licenses and has experience working with a variety of clients, including high-net-worth individuals, corporations, insurance companies, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
02/01/2022 - Present
J.p. Morgan Securities LLC (BRONX NY)
NY
04/08/2017 - 09/07/2021
LPL FINANCIAL LLC (BRONX NY)
NY
01/01/2005 - 11/11/2011
HSBC SECURITIES (USA) INC. (BRONXVILLE NY)
NY
01/05/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 07/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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