MM
Michele G. Miranda
GRADIENT ADVISORS
Wellington, FL 33414
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CRD#: 7234814
MM
Professional summary
Michele Gerel Miranda, who also goes by Sr. Jacqueline Marie Miranda, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Wellington, Florida.
Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michele has worked at 2 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sr. Jacqueline Marie Miranda
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Pre-Planning Wealth Advisors, LLC Investment Related 12773 Forest Hill Blvd Suite 207 Wellington FL 33414 Financial & Investment Planning Owner Pre-Planning Solutions, Inc. Not Investment-Related 12773 Forest Hill Blvd Suite 207 Wellington FL 33414 Provide education seminars and marketing material to help people understand the advantages of funeral cremation and estate planning. President/Owner Established in 2008 Hours as Needed - 40 hours a Month Depending on Community Educational Opportunities I create marketing and educational materials to assist people to pre-plan for life's many events from a Financial, Estate and Legacy Planning Perspective. M&N Marketing Insurance Services, Inc. Investment-Related 12773 Forest Hill Blvd Suite 207 Wellington FL 33414 General Agency for Insurance Solutions President/Owner Established in 2009 Hours as Needed - 120 hours a Month Depending on Client Opportunities I offer insurance/annuity solutions to agents and individual clients as they pre-plan for life's many events from a Financial, Estate and Legacy Planning Perspective.
CRS (Client Relationship Summary) - RIA
Click below to view Michele Gerel Miranda's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 30, 2022 - Present
GRADIENT ADVISORS, LLC
Office #1: 12773 Forest Hill Blvd Suite 207, Wellington, FL 33414RIA
CRD#: 152665
Wellington, FL
Past
March 23, 2022 - April 25, 2022
GUARDIAN FINANCIAL PARTNERS, LLC
RIA
CRD#: 287652
Lake Worth, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - (2/10/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/30/2022)
IAR
Florida(7/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - (2/10/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126
Mailing Address
Phone number
(877) 885-0508
Established
Firm type
Fiscal year end
# of Employees
169
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,222 |
| AUM (Assets Under Management) | $ 218,611,410 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GRADIENT ADVISORS, LLC
CRD#: 152665Wellington, FL 33414TRUST BUT VERIFY
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