Cesar Miranda, financial advisor Pinecrest FL

Cesar Miranda

CRD Number: 5934973
Current Firm: Highlands Investment Management

Cesar Miranda (CRD# 5934973) is an Investment Advisor Representative working at Highlands Investment Management in Pinecrest, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Highlands Investment Management LLC Miami, FL Oct 2023 - Current < 1
Wm Advisors Miami, FL Apr 2020 - Current 4
Vc Miami, FL Sep 2018 - Mar 2020 1
Dadoo & Asociados Ciudad De Mexico, Sep 2014 - Aug 2018 3
J.p.morgan Securities LLC New York, NY Jul 2011 - Aug 2014 3
Jpmorgan Chase Bank Na New York, NY Jul 2011 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Cesar E. Miranda
Phone Number: 786 910-6009
Firm Website: https://wm-advisors.com
Registered State(s):
  • FL
Current Firm Details
Highlands Investment Management
Firm's CRD Number: 323133
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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