Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Matthew Miller is a financial professional with over 17 years of experience in the industry. Anthony is a registered representative with Janney Montgomery Scott LLC, a firm with over 2,200 employees and over $85 billion in assets under management. Anthony holds several licenses including Series 7, 24, 27, 63, and 99TO. Anthony specializes in providing a variety of financial services, including financial planning, portfolio management, and pension consulting. Anthony has a strong track record of success in helping clients achieve 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.
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.
Fee plus commission
1
2
PA
06/10/2005 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
BC
Issued 08/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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