Unclaimed
Adam Miller is a financial advisor with Voya Financial Advisors, Inc. Adam has been in the financial services industry since 1998. Adam holds the Series 6, Series 63, and SIE securities licenses. Adam is registered to provide investment advice in Colorado, Florida, Massachusetts, and New York. Adam is also registered as an Investment Advisor Representative in New York. Adam's previous experience includes working at ING Financial Advisers, LLC. Adam's specializations include retirement planning, mutual funds, insurance, fixed income, and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/13/2021 - Present
Voya Financial Advisors, Inc. (UTICA NY)
NY
02/20/1998 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (UTICA NY)
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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