Unclaimed
Myriam Maurice Padilla is an active advisor with Raymond James Financial Services Advisors, Inc. located in SEAL BEACH, CA. Myriam has been in the financial services industry since December 1997. Myriam is registered with the state of Texas and has a Series 6, 7, 63 and 65 licenses and the SIE exam. Myriam has been a registered representative of Raymond James Financial Services Advisors, Inc. since August 2009, and has been with the firm since that time. Prior to this, Myriam was a registered representative of WAMU INVESTMENTS, INC., CAL FED INVESTMENTS and CHASE INVESTMENT SERVICES CORP.. Myriam is also the owner of Padilla & Hofland financial services. Myriam is a licensed advisor in 19 states.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
09/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (SEAL BEACH CA)
CA
05/02/2009 - 08/25/2009
CHASE INVESTMENT SERVICES CORP. (GARDEN GROVE CA)
CA
09/10/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (GARDEN GROVE CA)
CA
12/15/1997 - 09/22/1998
CAL FED INVESTMENTS (SACRAMENTO CA)
IA
Issued 06/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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