Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Miller is a financial advisor with LPL Financial LLC, working in the Fairfield, NJ office. Alexis has been in the financial services industry since 2018. Alexis holds Series 7, 63, 52 and SIE licenses. Alexis provides a range of financial planning services including portfolio management, financial planning, and pension consulting. Alexis is registered in the state of New Jersey.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
03/25/2024 - Present
LPL Financial LLC (FAIRFIELD NJ)
NY
09/02/2021 - 02/10/2022
MORGAN STANLEY & CO. LLC (New York NY)
NY
08/12/2016 - 09/02/2021
MORGAN STANLEY (New York NY)
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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