Unclaimed
Cecilio Miranda is a financial advisor at Key Investment Services LLC. Cecilio has been in the industry since January 1, 2018. Cecilio is a registered representative in New York and holds a Series 63, Series 66, Series 7, Series 56, Series 6TO, and SIE. Key Investment Services LLC is a financial firm headquartered in Brooklyn, Ohio with over $1 Billion - $10 Billion in assets under management. Key Investment Services LLC provides advisory services for both individuals and pooled investment vehicles and specializes in investments that are suitable for High Net Worth Individuals, Charitable Organizations, Corporations or Other Businesses, Pension and Profit Sharing Plans, and Individuals other than High Net Worth.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/26/2022 - Present
KEY Investment Services LLC (Amsterdam NY)
NY
02/07/2012 - 09/19/2012
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
03/25/2009 - 09/14/2009
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/10/2007 - 08/19/2008
ASSENT LLC (NEW YORK NY)
NY
09/08/2005 - 09/13/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/20/2003 - 11/24/2003
MAX INTERNATIONAL BROKER/DEALER CORP. (NEW YORK NY)
BC
Issued 04/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 06/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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