Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miranda? Claim Your ProfileMiranda O'Keefe is a financial advisor with over 25 years of experience in the financial services industry. Miranda is currently registered with Charles Schwab & CO., Inc. in Texas. Miranda has held previous positions at several firms, including VALIC Financial Advisors, Inc., INVESCO Capital Markets, Inc., INVESCO Distributors, Inc., Vanguard Marketing Corporation, FISERV SECURITIES, INC., FISERV INVESTOR SERVICES, INC., TRADESTAR INVESTMENTS,INC., AMERICAN GENERAL SECURITIES INCORPORATED, CHASE INVESTMENT SERVICES CORP., and CHASE SECURITIES OF TEXAS, INC. Miranda holds several licenses and certifications, including Series 63, 65, 7, 14, 24, 4, 52TO, 53, 99TO, and SIE. Miranda provides a variety of services to clients, including financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
05/26/2022 - Present
Charles Schwab & CO., Inc. (Fulshear TX)
TX
03/18/2019 - 04/06/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/02/2012 - 11/14/2018
INVESCO CAPITAL MARKETS, INC. (HOUSTON TX)
TX
05/02/2012 - 11/14/2018
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
PA
08/15/2003 - 04/24/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
01/09/2002 - 07/22/2003
FISERV SECURITIES, INC. (PHILADELPHIA PA)
TX
03/07/2000 - 12/31/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
03/07/2000 - 12/31/2001
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
AZ
08/24/1999 - 03/01/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IL
03/01/1999 - 07/30/1999
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
05/24/1996 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2003
Series 14 - Compliance Officer Examination
BC
Issued 12/18/2000
Series 4 - Registered Options Principal Examination
BC
Issued 07/07/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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