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Alahna Miranda, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Alahna Miranda

BFA, APMA

Financial Advisor

Financial Planning Specialist
Puget Sound Wealth Advisors
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Women's Financial Strategies
  • Saving for Education

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life and Disability Insurance
  • Long Term Care

Education

  • B.S. in Family & Consumer Studies with an Emphasis in Financial Planning, University of Utah 2017
  • Bachelor of Science in Psychology, Univerity of Utah 2017
  • Minor in Health Education and Promotion, University of Utah 2017

Previous experience

  • Wealth Management Client Service Coordinator, Mountain America FCU, 2017, 1 Year
  • Outbound Loan and Service Agent , Mountain America FCU, 2015, 2 Years
  • Loan Officer, Mountain America FCU, 2013, 2 years
  • Member Service Center Representative, Mountain America FCU, 2009, 4 Years