Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miranda? Claim Your ProfileMiranda Shelp is a registered representative with First Citizens Investor Services, Inc. Miranda Shelp is licensed to provide financial services in the states of Florida, Iowa, North Carolina, South Carolina, Texas, Virginia, and West Virginia. Miranda Shelp is also a registered principal for First Citizens Investor Services, Inc. and is licensed to provide financial services in the state of North Carolina. Miranda Shelp is an experienced financial advisor with over five years of experience in the industry. Miranda Shelp is a graduate of Pitt Community College. Miranda Shelp specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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NC
02/04/2025 - Present
First Citizens Investor Services, Inc. (Greenville NC)
BC
Issued 04/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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