Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myriam? Claim Your ProfileMyriam Vanesa Bermudez is a financial advisor with LPL Financial LLC. Myriam has been in the financial industry since March 18, 2001, working in different roles at various firms, including CUNA Brokerage Services, INC. and Woodbury Financial Services, INC. Myriam holds multiple licenses, including Series 6, Series 63, and SIE, and is currently registered with the state of California. Myriam specializes in providing financial planning and consulting services to both individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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
05/18/2022 - Present
LPL Financial LLC (TUSTIN CA)
CA
10/17/2012 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TUSTIN CA)
CA
03/06/2000 - 10/04/2011
WOODBURY FINANCIAL SERVICES, INC. (SANTA ANA CA)
BC
Issued 02/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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