Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Miranda is a financial advisor with over 5 years of experience. Luis Miranda holds Series 63, 31, SIE and 7 licenses and is currently registered with Citigroup Global Markets Inc. in California and Florida. Luis Miranda previously worked with J.P. MORGAN SECURITIES LLC. Luis Miranda is registered to provide investment advice in 48 states and Washington, D.C. Luis Miranda specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
1
2
FL
04/04/2022 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
10/17/2018 - 03/12/2022
J.P. MORGAN SECURITIES LLC (Miami FL)
BC
Issued 11/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Luis Miranda is the right advisor for you? Invested Better is here to help.
