Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miranda? Claim Your ProfileMiranda Mun Chang is a financial professional with over 20 years of experience in the financial services industry. Miranda currently works at Avantax Advisory Services in Berkeley, California. Miranda is also a Certified Financial Planner and holds a Series 7, Series 66 and SIE licenses. Previously Miranda has held positions at LPL FINANCIAL LLC, ASSOCIATED SECURITIES CORP., FSC SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
09/20/2021 - Present
Avantax Advisory Services (Berkeley CA)
CA
09/08/2009 - 10/19/2021
LPL FINANCIAL LLC (BERKELEY CA)
CA
12/15/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (BERKELEY CA)
CA
07/24/2003 - 12/31/2008
FSC SECURITIES CORPORATION (HAYWARD CA)
MN
05/02/2002 - 12/06/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/02/2002 - 12/06/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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