Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priscila? Claim Your ProfilePriscila Quiroz royval is a registered representative with UBS Financial Services Inc. in Houston, TX. Priscila holds the Series 7, 63, 65, and 9 licenses. She is a financial advisor with over 4 years of experience in the financial services industry and has previously worked with NYLIFE Securities LLC. Priscila specializes in providing financial planning and investment advice to individuals and families. She has a proven track record of success in helping clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
TX
08/29/2023 - Present
UBS Financial Services Inc. (HOUSTON TX)
NY
10/01/2021 - 05/23/2022
NYLIFE SECURITIES LLC (NEW YORK NY)
IA
Issued 08/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Priscila Quiroz royval is the right advisor for you? Invested Better is here to help.
