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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 Fidelity Personal and Workplace Advisors. Andrew has been working in the financial industry since 2009, and has experience with a variety of clients, including individuals, families, and businesses. Andrew Miller has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Andrew Miller has earned the designation Chartered Financial Consultant. Andrew Miller also holds several licenses and certifications, including Series 6, 7, 63, and 65 licenses. Andrew is registered with the Securities and Exchange Commission (SEC), and is registered to provide investment advisory services in Connecticut and Texas. Andrew Miller is a registered representative of Fidelity Brokerage Services LLC, Member NYSE, SIPC, and is a licensed insurance agent in Connecticut.
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
CT
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
PA
10/05/2016 - 09/28/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Scranton PA)
CT
11/25/2009 - 10/11/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IA
Issued 07/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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