Miranda Petersen is a registered investment advisor, based in Bellingham, WA, with 20 years of industry experience.
Location
119 Grand Avenue, Suite A, Bellingham, WA, 98225
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Miranda is an agent for Avantax Insurance Agency, potentially selling various annuity and insurance products. She is also a Vice President and 50% partner at Steele Financial Services, dedicating nearly full-time hours to financial services including investment management, retirement planning, insurance, estate planning, and tax planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.