Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myron? Claim Your ProfileMyron Mageto is an Investment Advisor Representative with Portfolio Medics, LLC. Myron has been in the financial services industry since 2022. Myron holds a Series 66 license and a Series 7TO license. Myron's previous experience includes working at Charles Schwab & Co., Inc., and Charles Schwab Bank, SSB. Portfolio Medics, LLC is an investment advisory firm based in Bonita Springs, Florida. The firm provides financial planning, pension consulting, and portfolio management services to individuals and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/16/2024 - Present
Portfolio Medics, LLC (Grand Prairie TX)
TX
05/16/2022 - 09/18/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 06/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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