Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geri? Claim Your ProfileGeri Ann Mira is a financial advisor with over 29 years of experience in the industry. Geri is currently registered with Transcend Capital Advisors, LLC, a firm with offices in Bloomfield Hills, MI and Madison, NJ. Geri has held previous roles with UBS Financial Services Inc. in Farmington Hills, MI and Smith Barney Inc. in New York, NY. Geri has held various certifications, including the Series 7, 9, 10, 31, 63, and 65 licenses, as well as the SIE exam. Geri specializes in providing financial planning, pension consulting, and selection of other advisors. Geri also works with high-net-worth individuals, corporations, and charitable organizations.
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.
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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2
MI
08/25/2023 - Present
Transcend Capital Advisors, LLC (Bloomfield Hills MI)
MI
03/18/1996 - 01/04/2022
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
NY
08/26/1993 - 03/19/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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