Unclaimed
Anne Vahey Miller is an active Investment Advisor Representative with over 7 years of experience in the financial industry. Anne is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC and specializes in providing financial planning services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
04/10/2024 - Present
J.p. Morgan Securities LLC (Paramus NJ)
NJ
09/15/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Paramus NJ)
IL
01/09/2020 - 08/31/2022
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
NJ
02/14/2018 - 12/06/2019
MML INVESTORS SERVICES, LLC (Warren NJ)
NJ
08/26/2016 - 12/15/2017
OPPENHEIMER & CO. INC. (SADDLE BROOK NJ)
BOTH
Issued 10/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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