Unclaimed
Miguel A. Mireles is a financial advisor with Burch & Company, Inc., in Kansas City, MO. Miguel has been working in the financial industry since 2015, and has a background in Investment Banking. Miguel holds Series 63, SIE, and Series 79 licenses and is registered in Texas. Miguel's previous experience includes working at Houlihan Lokey Capital, Inc. in Dallas, TX and Robert W. Baird & Co. Incorporated in Milwaukee, WI.
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.
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.
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2
MO
07/31/2024 - Present
Burch & Company, Inc. (KANSAS CITY MO)
TX
10/29/2021 - 07/08/2024
HOULIHAN LOKEY CAPITAL, INC. (Dallas TX)
WI
08/02/2018 - 10/22/2021
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
08/03/2015 - 08/11/2016
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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