Unclaimed
Miranda Licursi is a financial advisor at Commonwealth Financial Network. She has been in the industry since 2008 and holds a variety of licenses and certifications. Miranda works with a wide range of clients, including individuals, families, and businesses. She provides financial planning, investment management, and other services to help her clients achieve their financial goals. Before joining Commonwealth Financial Network, Miranda worked at Lincoln Financial Advisors Corporation, PRIM Securities, Incorporated, and Royal Alliance Associates, Inc.
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.
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.
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
NY
10/05/2017 - Present
Commonwealth Financial Network (UTICA NY)
NY
07/07/2017 - 08/01/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (SYRACUSE NY)
OH
11/09/2011 - 04/03/2017
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND OH)
OH
08/27/2008 - 07/18/2011
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
OH
10/22/2007 - 08/19/2008
ROYAL ALLIANCE ASSOCIATES, INC. (COLUMBUS OH)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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