Chandra Miranda, financial advisor Sacramento CA
93 score

Chandra Miranda

CRD Number: 5478368
Current Firm: Ubs Financial Services Inc.

Chandra Miranda (CRD# 5478368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sacramento, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Sacramento, CA Jan 2008 - Current 8
California State University Sacramento Museum Of Anthropology Sacramento, CA Sep 2008 - May 2009 < 1
California State Department Of Parks And Recreation Sacramento, CA Feb 2008 - Dec 2008 < 1
Starbucks Sacramento, CA Sep 2007 - Feb 2008 < 1
Mashantucket Pequot Museum And Research Center Mashantucket, CT May 2007 - Jun 2007 < 1
Mashantucket Pequot Museum And Research Center Mashantucket, CT Jan 2007 - May 2007 < 1
Mashantucket Pequot Museum And Research Center Mashantucket, CT Jul 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Chandra Miranda
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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