Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Miranda is a financial advisor with over 8 years of experience in the industry. Robert is currently registered with Finalis Securities LLC, where he has been employed since December 7, 2021. Robert is licensed to conduct business in several states including California, Delaware, and Washington. Previously, Robert was employed by Moss Adams Capital LLC in Newport Beach, California.
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.
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.
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2
NY
12/07/2021 - Present
Finalis Securities LLC (New York NY)
CA
01/04/2013 - 09/06/2016
MOSS ADAMS CAPITAL LLC (NEWPORT BEACH CA)
BC
Issued 03/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2021
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/03/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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