Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Miranda is a financial advisor who has been in the industry since April 2006. She is currently registered with Tiaa-Cref Individual & Institutional Services, LLC in Richmond, Virginia. Lisa holds the Series 66, Series 7, and SIE exams. She has been registered with the state of Virginia as an investment advisor representative since May 2014. Lisa specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
Compensation from affiliates
1
2
VA
05/12/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (RICHMOND VA)
VA
04/12/2006 - 04/29/2014
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 05/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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