Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Miller is a financial advisor with over 15 years of experience in the industry. He has a Series 7, Series 63, and SIE licenses and holds registrations in multiple states, including New York, California, Connecticut, Florida, New Jersey, and North Carolina. Andrew is currently affiliated with Cetera Investment Advisers LLC and provides financial advisory services to individuals and businesses. He also has experience in the insurance industry, having served as a vice president for United States Financial Corp and Consolidated Financial Services Corporation. Andrew provides a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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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NY
06/29/2023 - Present
Cetera Investment Advisers LLC (WHITE PLAINS NY)
NY
09/30/2008 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WHITE PLAINS NY)
BC
Issued 5/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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