Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miranda? Claim Your ProfileMiranda McCoy is a financial advisor with Cetera Investment Advisers LLC, a firm with over 5,000 employees that provides financial advice to a wide range of clients. Miranda has over 20 years of experience in the financial services industry. Miranda has a strong track record of helping individuals and families achieve their financial goals. Miranda specializes in financial planning, retirement planning, and investment management. Miranda is also a licensed insurance agent. Miranda is committed to providing personalized financial advice to each of her clients. Miranda is a registered investment advisor with the state of Georgia and is also a registered representative with FINRA.
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.
A percentage of the total value of assets under management is charged.
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2
GA
03/21/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
12/14/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ATLANTA GA)
GA
12/14/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ATLANTA GA)
GA
12/14/2015 - 11/01/2017
GIRARD SECURITIES, INC. (ATLANTA GA)
GA
12/14/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (Atlanta GA)
GA
12/14/2015 - 12/31/2016
VSR FINANCIAL SERVICES, INC. (Atlanta GA)
GA
12/14/2015 - 11/29/2016
INVESTORS CAPITAL CORP. (ATLANTA GA)
GA
04/25/2011 - 11/30/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
GA
02/12/2007 - 08/09/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
08/19/2005 - 01/23/2007
MML INVESTORS SERVICES, INC. (ATLANTA GA)
GA
03/24/2004 - 10/01/2004
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
AL
04/06/2002 - 08/07/2003
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
03/22/2002 - 04/06/2002
STERNE AGEE CAPITAL MARKETS, INC. (BIRMINGHAM AL)
TX
11/03/1999 - 08/02/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 2/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/2/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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