Unclaimed
Miriam Ahura is a financial advisor with over 7 years of experience in the financial services industry. Currently, Miriam is registered as a Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Previously, Miriam was a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Miriam has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Miriam holds FINRA Series 6, 7, 63, and 66 licenses as well as the SIE exam.
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.
1
2
WA
02/09/2024 - Present
Fidelity Personal AND Workplace Advisors (TUKWILA WA)
WA
08/04/2021 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
WA
03/12/2016 - 06/07/2021
J.P. MORGAN SECURITIES LLC (NEWCASTLE WA)
BOTH
Issued 08/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Miriam Ahura is the right advisor for you? Invested Better is here to help.