Unclaimed
Veronica Murillo is a financial advisor with LPL Financial LLC. Veronica is a registered representative in Oregon, Texas and Washington. Veronica has been in the industry since 2005. Veronica is licensed to provide investment advice and brokerage services.
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
10/16/2017 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
10/16/2008 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
CA
03/26/2008 - 10/16/2008
WAMU INVESTMENTS, INC. (IRVINE CA)
TX
05/29/2007 - 08/30/2007
CITIGROUP GLOBAL MARKETS INC. (FRISCO TX)
TX
12/14/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (FRISCO TX)
IL
07/06/2005 - 12/02/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/15/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 01/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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