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Sharon Orquiola Miranda

Transamerica Financial Advisors, Inc.

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About Sharon Orquiola Miranda

Sharon Orquiola Miranda has over 25 years of experience in the financial services industry. Sharon Miranda is currently registered with Transamerica Financial Advisors, Inc., where she has been with the firm since January 2012. Prior to joining Transamerica Financial Advisors, Inc., Sharon Miranda was registered with WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC.. Sharon Miranda is a licensed Series 6, 26, and 63 representative. She specializes in providing financial advice to individuals and families.

Firm Information

Sharon Miranda is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Sharon Miranda’s Registration & Firm History

FL

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (LAKE MARY FL)

FL

03/26/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (TAMPA FL)

GA

05/21/1996 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 11/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Orquiola Miranda.
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