Unclaimed
Alexis Miranda is an Investment Advisor Representative with The Investment Counsel Co. Alexis is based in Las Vegas, Nevada and has been with The Investment Counsel Co. since April 2018. Alexis has a Series 65 license and is a Certified Financial Planner. Alexis has experience working with High Net Worth Individuals, individuals other than high net worth, pension and profit sharing plans, and corporations or other businesses. Alexis specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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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NV
08/23/2023 - Present
THE Investment Counsel Co. (LAS VEGAS NV)
IA
Issued 07/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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