Unclaimed
Miranda McCoy is a financial advisor at Cetera Investment Advisers LLC. Miranda has been in the industry for over 20 years and has a wide range of experience in providing financial advice to individuals and businesses. She has also worked with a number of other firms, including First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, VSR Financial Services, Inc., and Investors Capital Corp. Miranda is registered to offer securities and investment advisory services in Georgia. Miranda is committed to helping her clients achieve their financial goals.
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.
1
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 02/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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