Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Howard Miller is an investment advisor representative with Founders Financial Securities LLC. Adam has been in the securities industry since November 21, 1993 and has been with Founders Financial Securities since September 2006. Adam holds a Series 6, Series 63, and Series 65 license. Adam is registered to provide investment advisory services in Arizona, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, Texas, and Virginia. Adam provides financial planning, portfolio management for businesses, portfolio management for individuals, selection of other advisors, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
01/03/2024 - Present
Founders Financial Securities LLC (Sarasota FL)
MD
05/23/2005 - 09/20/2006
INTERSECURITIES, INC. (COCKEYSVILLE MD)
NY
12/01/2000 - 05/24/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/10/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MA
11/22/1993 - 12/15/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 11/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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