Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miranda? Claim Your ProfileMiranda Lazzara is a financial advisor associated with Commonwealth Financial Network. Miranda has over 6 years of experience in the financial services industry. She has a Series 7, Series 66 and SIE license. Miranda is registered with the state of Massachusetts and New Hampshire. She is a co-owner of PIN Wealth, LLC, which is a private entity established to facilitate securities, advisory, and insurance business. Miranda works with individuals, families, and businesses to develop personalized financial plans. Her areas of expertise include retirement planning, college savings, investment management, and insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/28/2024 - Present
Commonwealth Financial Network (North Reading MA)
MA
05/28/2024 - 06/03/2024
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
08/23/2018 - 01/18/2022
SECURITIES AMERICA, INC. (NORTH READING MA)
BOTH
Issued 11/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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