Unclaimed
Annmarie Miller has been in the financial services industry since February 1995. Annmarie is currently registered with MML Investors Services, LLC in Paramus, NJ, and has also held previous registrations with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Annmarie holds Series 6 and 63 licenses, as well as the SIE exam. Annmarie is also a licensed life, property/casualty, health, group life, group health, fixed annuities, and long-term care agent. Annmarie provides advisory services such as asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (PARAMUS NJ)
NJ
02/16/1995 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
02/16/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
BC
Issued 01/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Annmarie Miller is the right advisor for you? Invested Better is here to help.