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Angel Randolph Miranda

Charles Schwab & CO., Inc.

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About Angel Randolph Miranda

Angel Randolph Miranda has been a financial professional since 1995 and is currently registered as a Registered Representative with Charles Schwab & CO., Inc.. Prior to joining Charles Schwab & CO., Inc., Angel Miranda was employed by BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC. and H&R BLOCK FINANCIAL ADVISORS, INC.. Angel Miranda has passed the Series 7, Series 52, Series 63 and Series 65 exams. The licenses Angel Miranda holds are active in Arizona and California, and Angel Miranda is also registered in 51 other states. Angel Miranda's expertise includes offering financial planning and investment management services.

Firm Information

Angel Miranda is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Angel Miranda’s Registration & Firm History

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)

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Licenses & Designations

IA

Issued 06/15/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/1996

Series 7 - General Securities Representative Examination

BC

Issued 04/21/1995

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Angel Randolph Miranda.
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