Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miranda? Claim Your ProfileMiranda Roy is a financial advisor at Osaic Wealth, Inc. Miranda has been in the financial industry since 2013 and has held previous positions at SAGEPOINT FINANCIAL, INC., MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, and ING FINANCIAL ADVISERS, LLC. Miranda is registered with the state of Maine and holds the Series 6, Series 63, and SIE licenses. Miranda specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
ME
09/01/2023 - Present
Osaic Wealth, Inc. (AUBURN ME)
ME
02/23/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (AUBURN ME)
ME
03/25/2017 - 02/26/2018
MML INVESTORS SERVICES, LLC (Lewiston ME)
ME
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Lewiston ME)
ME
05/14/2014 - 01/02/2015
NEW ENGLAND SECURITIES (AUBURN ME)
ME
05/24/2011 - 12/09/2011
ING FINANCIAL ADVISERS, LLC (LEWISTON ME)
BC
Issued 07/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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