Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miranda? Claim Your ProfileMiranda Claire Stefan is a Registered Representative with Captrust. Miranda is a financial professional with a diverse background. Miranda began working in the financial industry in February 2021 at CapFinancial Partners, LLC (CAPTRUST) in Raleigh, NC. Previously, Miranda was employed with GreenSky in Atlanta, GA. Miranda is currently registered in Massachusetts. Miranda earned her Series 65 Uniform Investment Adviser Law Examination in September 2024. Miranda specializes in providing financial and investment advice.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
09/16/2024 - Present
Captrust (Boston MA)
Active
Inactive
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