Karl Miranda (CRD# 5696806) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sunrise, FL and has over 13 years of experience in the finance industry. Karl Miranda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Chase Bank Na | Sunrise, FL | Nov 2017 - Current | 6 |
Jp Morgan Securities LLC | Sunrise, FL | Nov 2017 - Current | 6 |
Gold Coast Professional Schools, LLC | Tamarac, FL | Dec 2018 - Nov 2021 | 2 |
Jp Morgan Chase Bank | Cooper City, FL | Feb 2017 - Nov 2017 | < 1 |
Jp Morgan Securities LLC | Cooper City, FL | Feb 2017 - Nov 2017 | < 1 |
Unemployed | Coral Springs, FL | Nov 2016 - Jan 2017 | < 1 |
Strategic Advisers, Inc / Fidelity | Ft. Lauderdale, FL | Mar 2015 - Nov 2016 | 1 |
Fidelity Brokerage Services LLC | Ft. Lauderdale, FL | Mar 2015 - Oct 2016 | 1 |
Bryant University | Coral Springs, FL | Mar 2016 - Jul 2016 | < 1 |
Morgan Stanley | Boca Raton, FL | Jan 2013 - Feb 2015 | 2 |
Florida International University | Miami, FL | Aug 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
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