Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miranda? Claim Your ProfileMiranda Winholt is an investment advisor representative at Fidelity Personal and Workplace Advisors. Miranda has been in the financial services industry since March 2011. Miranda has a Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65 license and is registered in 49 states and the District of Columbia. Previously, Miranda worked at PRUCO SECURITIES, LLC in Cincinnati, Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/07/2019 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
OH
12/03/2010 - 07/02/2013
PRUCO SECURITIES, LLC. (CINCINNATI OH)
IA
Issued 02/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Miranda Winholt is the right advisor for you? Invested Better is here to help.
