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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Miller is a financial advisor at Cambridge Investment Research Advisors, Inc. Anthony has been in the financial industry since July 2011, working for both Morgan Stanley and Cambridge Investment Research Advisors, Inc. Anthony is registered with the state of Ohio and is a registered representative of Cambridge Investment Research, Inc. Anthony is a Series 63, 66, 7 and SIE licensed advisor with additional Series 99TO qualifications. Anthony specializes in serving a variety of client types including High Net Worth Individuals, Individuals other than High Net Worth, Pension and Profit Sharing Plans and State or Municipal Government Entities. Anthony is committed to providing comprehensive financial advice to clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
11/04/2020 - Present
Cambridge Investment Research Advisors, Inc. (Dublin OH)
OH
07/27/2011 - 11/12/2020
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 08/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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