Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Miranda is a financial advisor at Fidelity Personal and Workplace Advisors. Alexandra holds licenses in both Texas and Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia, Washington and Wisconsin. Alexandra's certifications include Series 66, Series 7TO and SIE. Alexandra has over 2 years of experience in the financial services industry. Alexandra specializes in providing financial planning, educational seminars and portfolio management services to individuals and businesses.
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.
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.
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.
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TX
10/27/2023 - Present
Fidelity Personal AND Workplace Advisors (DALLAS TX)
BOTH
Issued 09/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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