Anna Miranda, financial advisor Pikesville MD
90 score

Anna Miranda

CRD Number: 6196636
Current Firm: Suntrust Advisory Services, Inc.

Anna Miranda (CRD# 6196636) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Pikesville, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services, Inc. Atlanta, GA Jun 2017 - Current < 1
Suntrust Investment Services, Inc. Atlanta, GA Jun 2017 - Current < 1
Suntrust Bank Pikesville, MD Jun 2017 - Current < 1
Wells Fargo Clearing Services, LLC Salem, VA Nov 2016 - Jun 2017 < 1
Wells Fargo Bank Na Salem, VA Aug 2011 - Jun 2017 5
Wells Fargo Advisors, LLC Salem, VA May 2013 - Nov 2016 3
Creative Family Solutions Salem, VA Oct 2010 - Aug 2011 < 1
Anna Miranda Inc. Roanoke, VA Oct 2009 - Aug 2010 < 1
Unemployed Roanoke, VA Dec 2008 - Oct 2009 < 1
Flextronics Baltimore, MD Jan 2002 - Dec 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Anna M. Miranda
Phone Number: 404-827-6461
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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