Adriana Ortiz Pacheco

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Voya Financial Advisors
  Chula Vista, CA

Previous Registrations

• 2007-01-29 → 2011-01-03
  Voya Financial Partners, Llc
  Chula Vista, CA
  Houston, TX
  Chula Vista, CA
  Glendale, CA
  Chula Vista, CA
• 2003-06-16 → 2006-12-31
  Planmember Securities Corporation
  Chula Vista, CA
  Chula Vista, CA
  Carpinteria, CA

Other Businesses

NAME OF ENTITY:ADRIANA PACHECO-BALLROOM DANCER; No; 1065 EAST J ST; CHULAVISTA; CA; 91910; BALLROOM DANCING; PROFESSIONAL BALLROOM DANCER; 6/1/2007; 20; 0; PERFORMING AT EVENTS, COMPETING AND POTENTIALLY SOME TEACHING OF BALLROOM DANCING.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1059 TIERRE DEL RAY SUITE J; CHULAVISTA; CA; 91910; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 1/1/2011; 160; 160; SALES OF FIXED INSURANCE PRODUCTS.|

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-04-19

Other Names

• Adriana Ortiz Pacheco