Nick Miranda

About Nick Miranda

In such an innovative world,\"the next HOT trading and investing platform\" seems to be right at your fingertips. Financial institutions appear to be battling for the lowest percent of a percent difference in fees, just to get one more subscriber through their door. But how do you feel once you’ve made the switch? Has the lower fee really paid off in way of service? How confident are you that your new advisor understands your financial vision? Investing can be an intimidating path to walk alone. That is why I believe having a trusted professional at your side to help you ask the hard questions, plan for emergencies, and design a personalized strategy is the most crucial choice you will make for your financial independence. As one that has lived in Cleveland my whole life, I have gained a firm understanding of what my community expects out of their financial partners. This lifelong experience has allowed me to specialize in serving individuals, families, and small business owners who are serious about their financial future. When my clients call, there is no automated directory or institutional desk – just myself and my administrator. In a world where a personal touch of a trusted resource is being diminished by cost, it is my promise that every person who walks through my door will not be looked at as a number. Rather, a thriving partnership and friendship waiting to be built. With 98 years of Edward Jones industry experience behind me, I am excited to meet you and welcome you to consider a complimentary consultation. To get started, please feel free to contact me at: Office -(44••••••33 Mobile -(21••••••46 Email - n••••••••@edwardjones.com - Nick Miranda For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Jul 2020 — Present · North Olmsted, OH, US

   Craft personally tailored investment portfolios based on a firm understanding of clients\' needs, an assessment of investment risk tolerance, and portfolios\' long-term objectives - Consistently use multiple research sources to self-educate on ever-changing market and policy movements to continually improve the quality of recommendations - Utilize projections and market scenario tools to estimate feasibility of successfully reaching various client financial goals - Review and concisely interpret current and pre-existing client financial statements on a quarterly, annual, and as-requested basis via phone and in-person appointments - Maintain exemplary customer service and ethics standards for branch clientele base - Assess clients\' current financial situations and document desired financial goals - Develop specific investment solutions for individuals, families, and small businesses - Operate and manage a comprehensive profit & loss statement for my practice - Set and achieve monthly/quarterly/annual branch and region goals

Education

• Bowling Green State University

  Bachelor of Science in Business Administration, Specialization in Finance

  2013 — 2018