Carlos Miranda, financial advisor San Juan PR
92 score

Carlos Miranda

CRD Number: 5412140
Current Firm: Securities America Advisors, Inc.

Carlos Miranda (CRD# 5412140) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Juan, PR and has over 2 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Securities America Advisors San Juan, PR Mar 2016 - Current < 1
Securities America Inc. San Juan, NE Jun 2015 - Current 1
Usadvisors Wealth Management, LLC San Juan, PR Jul 2015 - Mar 2016 < 1
Consultiva Securities San Juan, PR Feb 2010 - Jun 2015 5
Mml Investors Services Inc. Hato Rey, PR Mar 2008 - Feb 2010 1
Mass Mutual San Juan, PR Jan 2007 - Jan 2010 3
Beewee Mortgage San Juan, PR Dec 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Carlos J. Miranda
Phone Number: 402-399-9111
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
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
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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