Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Randolph Miranda is a financial advisor with over 27 years of experience in the financial services industry. Angel Miranda is currently registered with CHARLES SCHWAB & CO., INC. in Phoenix, Arizona and California. Angel Miranda has previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC. and H&R BLOCK FINANCIAL ADVISORS, INC. Angel Miranda holds a Series 7, Series 52, Series 63 and Series 65 licenses. Angel Miranda has a proven track record of success in providing financial advice to individual clients.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
11/07/2008 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
10/20/2004 - 10/10/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (MESA AZ)
NY
08/06/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MI
04/24/1995 - 08/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 6/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 4/21/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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