Myrna Chavira (CRD# 4604459) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 19 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Precise Investment Management, Inc. | Highland Park, IL | Oct 2022 - Current | 1 |
| Insight Securities Inc. | Highland Village, IL | Jan 2022 - Current | 2 |
| Precise Consulting Services, Inc. | Highland Park, IL | Aug 2020 - Current | 3 |
| Intelligenics | Highland Park, IL | Aug 2020 - Current | 3 |
| Interamericas Advisor Solutions, Inc. | El Paso, TX | Aug 2019 - Sep 2023 | 4 |
| Precise Investment Management, Inc. | Highland Park, IL | Sep 2020 - Oct 2022 | 2 |
| Insight Securities, Inc. | Highland Park, IL | Sep 2019 - Feb 2020 | < 1 |
| Precise Insurance Group, Inc. | Highland Park, IL | Oct 2015 - Feb 2020 | 4 |
| Precise Consulting Services, Inc. | Las Vegas, NV | Sep 2014 - Feb 2020 | 5 |
| Insight Americas Consulting, Inc. | Highland Park, IL | Sep 2014 - Feb 2020 | 5 |
| Intelligenics | Highland Park, IL | Aug 2013 - Feb 2020 | 6 |
| Triumphe Leasing Group, Inc. | Highland Park, IL | Aug 2013 - Feb 2020 | 6 |
| Precise Investment Management Inc. | Las Vegas, NV | Nov 2015 - Oct 2019 | 3 |
| Insight Securities, Inc. | Highland Park, IL | Aug 2013 - Sep 2019 | 6 |
| Insight Securities Inc. | San Diego, CA | Jul 2014 - Feb 2016 | 1 |
| Insight Securities Inc. | Highland Park, IL | Apr 2014 - Feb 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- TX
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Total Assets Under Management127MILLIONS
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Total Number of Accounts54ACCOUNTS
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Average Account Value$2,347,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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