Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cassedy Miller is a financial advisor with over 20 years of experience in the industry. Andrew is registered with Independent Solutions Wealth Management, LLC, a firm headquartered in Williamsville, NY. Andrew has been registered with the firm since 2022. Previously, Andrew was registered with Ameriprise Financial Services, LLC, Sorrento Pacific Financial, LLC, CADARET, GRANT & CO., INC., CUSO FINANCIAL SERVICES, L.P., NEXT FINANCIAL GROUP, INC., COMERICA SECURITIES, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, USF SECURITIES, L.P., PARK AVENUE SECURITIES LLC and SECURIAN FINANCIAL SERVICES, INC.
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.
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
NY
09/09/2022 - Present
Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)
TX
03/29/2022 - 07/20/2022
AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)
CA
03/03/2020 - 03/11/2022
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
NY
02/13/2020 - 03/11/2022
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
02/13/2020 - 03/11/2022
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
04/07/2010 - 03/11/2022
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
08/28/2007 - 04/01/2010
COMERICA SECURITIES (HOUSTON TX)
TX
08/17/2007 - 08/24/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUGARLAND TX)
TX
03/30/2006 - 07/31/2007
USF SECURITIES, L.P. (HOUSTON TX)
TX
10/30/2002 - 03/10/2006
COMERICA SECURITIES (SUGARLAND TX)
NY
08/19/2002 - 11/13/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MN
07/30/2001 - 07/11/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 08/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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