Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toshie? Claim Your ProfileToshie Miura is a financial advisor with Equitable Advisors, LLC, and has been in the financial services industry since September 2003. Toshie is registered to provide investment advice in 8 states: Arizona, California, Illinois, Indiana, Kentucky, Michigan, Ohio, and Oregon. Toshie has passed the Series 63, 65, 7, and SIE exams and holds a Certified Financial Planner designation. Toshie works with individuals, corporations, and retirement plans. Prior to joining Equitable Advisors, LLC, Toshie worked with Pruco Securities, LLC., Principal Securities, Inc., and Uhlmann Price Securities, LLC.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
02/07/2023 - Present
Equitable Advisors, LLC (LAKE OSWEGO OR)
OR
10/09/2017 - 02/24/2023
PRUCO SECURITIES, LLC. (Lake Oswego OR)
IL
08/10/2010 - 10/13/2017
PRINCIPAL SECURITIES, INC. (Downers Grove IL)
IL
09/19/2003 - 08/11/2010
UHLMANN PRICE SECURITIES, LLC (CHICAGO IL)
IA
Issued 01/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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