Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfredo? Claim Your ProfileWilfredo Miranda is a financial professional with over 30 years of experience in the financial services industry. Wilfredo currently holds a Series 6 and a Series 63 license and is registered with Allstate Financial Services, LLC. Wilfredo has worked with a number of firms throughout his career, including Prime Capital Services, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Pruco Securities Corporation, and The Prudential Insurance Company of America. He is registered with the states of Arkansas, California, Florida, New York, and Texas.
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.
1
2
NY
09/11/2000 - Present
Allstate Financial Services, LLC (CLIFTON PARK NY)
NY
01/27/1998 - 12/31/1999
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
MA
06/20/1996 - 09/30/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/20/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
04/03/1991 - 10/09/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/03/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 12/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Wilfredo Miranda is the right advisor for you? Invested Better is here to help.
