Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Donald Miller is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Andrew has been in the financial services industry since June 2009 and has experience working with clients in a variety of capacities. Before working with Fidelity Personal and Workplace Advisors, Andrew worked at E*TRADE Securities LLC, TD Ameritrade, Inc., USAA Financial Advisors, Inc., and E*TRADE Capital Management LLC. Andrew has a strong background in financial planning, portfolio management, and investment services. Andrew is also a Certified Financial Planner™ and has passed multiple industry exams including the Series 3, Series 7, and Series 66 exams. Andrew is dedicated to providing personalized financial advice and services to help clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
GA
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
GA
01/14/2021 - 02/28/2022
E*TRADE SECURITIES LLC (Alpharetta GA)
GA
05/14/2018 - 01/11/2021
TD AMERITRADE, INC. (ALPHARETTA GA)
GA
05/14/2014 - 03/24/2017
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
03/28/2008 - 04/25/2014
E*TRADE SECURITIES LLC (ATLANTA GA)
BOTH
Issued 09/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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