MC
Myrna E. Chavira
PRECISE INVESTMENT MANAGEMENT
Highland Park, IL 60035
Some features on this profile are disabled
CRD#: 4604459
MC
Professional summary
Myrna Estela Chavira, who also goes by Myrna E Chavira, Myrna E. Chavira, Myrna Estela Chavira, Myrna Estela Hernandez, is a registered financial advisor currently at PRECISE INVESTMENT MANAGEMENT, INC. located in Highland Park, Illinois and INSIGHT SECURITIES, INC. located in El Paso, Texas.
Myrna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Myrna has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Myrna E Chavira | Myrna E. Chavira | Myrna Estela Chavira | Myrna Estela Hernandez
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Interamericas Advisor Solutions Inc, is an investment related business, located at 6601 Wind Ridge Dr., El Paso, TX 79912, is a state registered RIA, will be working as President/CCO, working approximately 4hrs a month, starting 1/2022. Precise Consulting Services, Inc, is non-investment related, located at 1180 North Town Center, Suite 100, Office 1047, Las Vegas, NV 89144, activities include management and consulting services, working as President, approximately 20hrs a month, starting in 1/2022. Intelligenics Inc, is non-investment related, located at 600 Central Ave, Suite 265, Highland Park, IL 60035, is a holding company and working as the VP, approx 4 hrs a month, starting in 1/2022. Precise Investment Management, is investment related, located at 600 Central Ave, Ste 255, Highland Park, IL 60035, is a state registered RIA, acting as President, approx 20hrs a month, starting in 1/2022. Insight Securities, Inc., is investment related, located at 600 Central Ave, Suite 265, Highland Park, IL 60035, is a Broker Dealer, acting as RR, less than 5hrs a month.
CRS (Client Relationship Summary) - RIA
Click below to view Myrna Estela Chavira's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 28, 2020 - Present
PRECISE INVESTMENT MANAGEMENT, INC.
Office #1: 600 Central Ave Suite 293, Highland Park, IL 60035RIA
CRD#: 282557
Highland Park, IL
Current
January 27, 2022 - Present
INSIGHT SECURITIES, INC.
RIA
BD
CRD#: 5611
El Paso, TX
Current
February 2, 2022 - Present
INSIGHT SECURITIES, INC.
Office #1: 600 Central Ave Suite 293, Highland Park, IL 60035RIA
BD
CRD#: 5611
Highland Park, IL
Past
October 25, 2019 - September 30, 2023
INTERAMERICAS ADVISOR SOLUTIONS, INC.
RIA
CRD#: 305632
EL PASO, TX
Past
May 2, 2016 - October 25, 2019
PRECISE INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 282557
HIGHLAND PARK, IL
Past
August 6, 2009 - February 7, 2020
INSIGHT SECURITIES, INC.
RIA
CRD#: 5611
El Paso, TX
Past
July 15, 2005 - August 5, 2009
PRECISE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 123672
SAN DIEGO, CA
Past
May 20, 2004 - February 7, 2020
INSIGHT SECURITIES, INC.
BD
CRD#: 5611
El Paso, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PRECISE INVESTMENT MANAGEMENT, INC.
PRECISE INVESTMENT MANAGEMENT, INC. | PRECISE MANAGEMENT, INC.
CRD#: 282557 / SEC#: 801-124750
RIA
Registered Investment Advisory firm - (4/25/2022 Approved)Arizona
Registered Investment Advisory firm - (8/2/2022 Terminated)California
Registered Investment Advisory firm - (9/1/2022 Terminated)Illinois
Registered Investment Advisory firm - (8/2/2022 Terminated)Nevada
Registered Investment Advisory firm - (9/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Illinois(10/26/2020)
IAR
Texas(9/28/2020)
RR
Texas(2/2/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PI
PRECISE INVESTMENT MANAGEMENT, INC.
PRECISE INVESTMENT MANAGEMENT, INC. | PRECISE MANAGEMENT, INC.
CRD#: 282557 / SEC#: 801-124750
RIA
Registered Investment Advisory firm - (4/25/2022 Approved)Arizona
Registered Investment Advisory firm - (8/2/2022 Terminated)California
Registered Investment Advisory firm - (9/1/2022 Terminated)Illinois
Registered Investment Advisory firm - (8/2/2022 Terminated)Nevada
Registered Investment Advisory firm - (9/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 Central Ave Suite 293, Highland Park, IL 60035
Mailing Address
Phone number
(702) 906-0940
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 186,316,022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
