Unclaimed
Amanda Miranda-torres is a financial advisor with Citigroup Global Markets Inc. and has over 20 years of experience in the industry. Amanda specializes in providing financial planning, asset allocation advice, and portfolio management services for individuals, businesses, and pension plans. Amanda is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 9, Series 63, and Series 66 license. Amanda has previously worked at Citicorp Investment Services and American Express Financial Advisors 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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation advice
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
FL
10/21/2016 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
01/12/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
FL
02/10/2005 - 01/22/2007
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
MN
11/28/2002 - 01/02/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/28/2002 - 01/02/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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