Unclaimed
Miranda Frances Chen is a registered representative at Credit Suisse Securities (usa) LLC. Miranda has been in the financial services industry since 2004 and is licensed in several states. Miranda holds licenses including Series 7, 10, 24 and 63. Miranda is dedicated to providing clients with personalized financial 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.
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.
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.
Transaction-based fee
1
2
NY
01/01/2004 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
BC
Issued 01/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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