Unclaimed
Miranda McCaughley is a financial advisor working with PFS Investments Inc. Miranda is based in Stow, Ohio. Miranda has been a financial advisor since 2020. She has a Series 63 license and other relevant credentials. Miranda also has experience working with clients in several other states. She can provide services like portfolio management for individuals and offers a variety of investment-related products and services to her clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/01/2021 - Present
PFS Investments Inc. (PENISULA OH)
BC
Issued 10/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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