Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pablo? Claim Your ProfilePablo Miranda is a financial advisor with Fidelity Personal And Workplace Advisors in Jacksonville, FL. Pablo has over 13 years of experience in the financial services industry. Prior to joining Fidelity, Pablo was a financial advisor with Morgan Stanley, USAA Financial Advisors, Inc., and Kovack Securities Inc. Pablo has a Series 7, Series 63, and Series 66 license, as well as the SIE exam. Pablo is also registered as an Investment Advisor Representative in Florida and Texas. Pablo specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Pablo is dedicated to providing his clients with personalized financial advice and guidance.
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
FL
07/09/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
07/16/2019 - 06/03/2021
MORGAN STANLEY (TAMPA FL)
FL
08/24/2017 - 07/09/2019
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
PR
06/30/2009 - 12/31/2015
KOVACK SECURITIES INC. (SAN JUAN PR)
PR
03/26/2008 - 06/30/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (HATO REY PR)
PR
11/24/2004 - 08/01/2006
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
NJ
11/24/2004 - 04/19/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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