Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Miranda is a financial professional with over 6 years of experience in the industry. Alberto is currently registered as an Investment Adviser Representative with Vanguard Advisers, Inc. Alberto is also a registered representative with Vanguard Advisers, Inc. and holds the following licenses: Series 6, Series 7, Series 63 and Series 65. Alberto specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Alberto provides financial planning services and assists clients with selecting other advisors. Alberto has previously worked with firms such as BBVA Securities Inc., Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Foresters Financial Services, Inc.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/04/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
06/09/2020 - 06/02/2021
BBVA SECURITIES INC. (SAN ANTONIO TX)
TX
08/28/2019 - 03/17/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
04/20/2018 - 08/15/2019
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
06/27/2016 - 03/13/2018
FORESTERS FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
IA
Issued 11/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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