Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Edward Miller is a financial advisor with Raymond James & Associates, Inc. Albert has over 30 years of experience in the financial services industry. Albert is registered to provide investment advice in 26 states, including Indiana and Texas. Albert holds the Series 6, 7, 22 and 63 licenses. Albert is also a Chartered Financial Consultant. Albert's previous experience includes working with United Planners' Financial Services of America A Limited Partner, Ogilvie Security Advisors Corporation, National Planning Corporation, PrimeVest Financial Services, Inc., Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.
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.
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.
Please see note in schedule d - miscellaneous
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
IN
07/09/2020 - Present
Raymond James & Associates, Inc. (VALPARAISO IN)
IN
03/28/2001 - 03/27/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MERRILLVILLE IN)
IL
02/22/2000 - 03/27/2001
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
CA
11/12/1999 - 01/21/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MN
09/22/1998 - 11/16/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
02/22/1988 - 01/13/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/22/1988 - 09/25/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1993
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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