Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Miranda is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since June 2014. Michelle has experience with GWN Securities, Inc and Equitable Distributors, LLC. Michelle is a licensed securities professional and holds Series 6, 7, 63, and 66 licenses. Michelle is licensed to provide investment advice in Connecticut, Maryland, New Jersey, New York, and Pennsylvania.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NJ
08/09/2021 - 06/23/2023
GWN SECURITIES INC. (ISELIN NJ)
NJ
04/03/2014 - 06/04/2021
EQUITABLE DISTRIBUTORS, LLC (JERSEY CITY NJ)
BOTH
Issued 02/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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