Unclaimed
Veronica Mira is a financial advisor at Raymond James Financial Services Advisors, Inc. Veronica has been working in the financial services industry since 1996. Veronica holds several licenses and certifications including Series 7, Series 10, Series 31, Series 63 and Series 65. Veronica has experience working with clients from a variety of industries including insurance companies, pension and profit-sharing plans, and individuals. Veronica is committed to providing her clients with the highest level of service and is dedicated to helping them reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ID
12/04/2020 - Present
Raymond James Financial Services Advisors, Inc. (Boise ID)
ID
06/15/2012 - 12/07/2020
EDWARD JONES (MERIDIAN ID)
ID
06/01/2009 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (BOISE ID)
ID
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOISE ID)
ID
07/09/1996 - 04/02/2007
MORGAN STANLEY DW INC. (BOISE ID)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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