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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miriam? Claim Your ProfileMiriam Khorramian is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Miriam has been in the industry since 2006 and has worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., TD Ameritrade, Inc., and Northwestern Mutual Investment Services, LLC. Miriam is licensed to provide investment advice in several states including Arizona, California, Colorado, Connecticut, Hawaii, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Washington. Miriam's specializations include securities, investment advisory services, financial planning, educational seminars, and selection of other advisors. Miriam is a Series 7 and Series 66 licensed advisor.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
10/22/2009 - 07/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
01/29/2007 - 10/06/2009
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
CA
03/24/2006 - 12/04/2006
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
11/14/2005 - 03/04/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOODLAND HILLS CA)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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