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Valeria Aguilar

Pershing LLC

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About Valeria Aguilar

Valeria Aguilar is a financial advisor who has been active in the industry since October 31, 2022. Valeria is currently registered with Pershing LLC. Prior to joining Pershing LLC, Valeria worked with LPL FINANCIAL LLC. Valeria is licensed in 53 states and holds Series 7TO, SIE and Series 66 licenses.

Firm Information

Valeria Aguilar is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Valeria Aguilar’s Registration & Firm History

FL

03/20/2023 - Present

Pershing LLC (LAKE MARY FL)

FL

11/01/2022 - 03/21/2023

LPL FINANCIAL LLC (LAKE MARY FL)

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Licenses & Designations

BOTH

Issued 12/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Valeria Aguilar.
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