Unclaimed
Miriam Mitchell is a registered representative with Popular Securities, LLC. Miriam has been in the industry for 12 years and has been with Popular Securities, LLC since 2010. Miriam has a broad range of experience in the financial services industry, including experience with Popular Securities, Inc., CITI INTERNATIONAL FINANCIAL SERVICES LLC, CITIGROUP GLOBAL MARKETS INC., and GAMMA SECURITIES, LLC. Miriam is a Series 7, 24, 27, 99TO, and SIE licensed representative and holds the designation of Compliance Officer.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees in money market product and referral fees
1
2
PR
07/31/2024 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
01/18/2023 - 02/10/2023
GAMMA SECURITIES, LLC (SAN JUAN PR)
NY
04/15/2021 - 01/06/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
PR
02/27/2012 - 08/19/2022
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
05/20/2010 - 02/22/2012
POPULAR SECURITIES, INC. (SAN JUAN PR)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/26/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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