Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miranda? Claim Your ProfileMiranda Harper is a financial advisor with over 20 years of experience in the financial services industry. Miranda is currently registered with Fidelity Personal And Workplace Advisors and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc. and Edward Jones. Miranda is licensed to provide investment advice in Florida and Texas and holds a Series 63, 66, 7, 9, 10 and SIE licenses. Miranda is also a Certified Financial Planner.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
08/20/2003 - 10/11/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
NY
12/12/2002 - 08/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
06/11/2002 - 10/15/2002
EDWARD JONES (ST. LOUIS MO)
NY
04/06/2001 - 06/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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