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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter James Miralles is a financial advisor with over 35 years of experience in the industry. Peter is currently registered with Cambridge Investment Research Advisors, Inc. and provides financial advisory services in Georgia and Texas. Peter is a registered investment advisor and is also a registered representative in multiple states, holding Series 3, 4, 7, 8, 9, 10, 24, 31, 63, and 65 licenses. Peter provides services such as financial planning, pension consulting, educational seminars, market timing services, and portfolio management. Peter has previous experience with H&R BLOCK FINANCIAL ADVISORS, INC., PRUDENTIAL-BACHE SECURITIES INC., and THE STUART-JAMES COMPANY, INC.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
02/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Marietta GA)
GA
11/29/1988 - 07/09/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (ATLANTA GA)
NA
07/16/1987 - 10/12/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
05/21/1987 - 07/29/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 10/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/24/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/04/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/1988
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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