Unclaimed
Anthony Paul Miller is a financial advisor based in ORANGE VILLAGE, OH with over 10 years of experience in the financial services industry. Anthony is currently registered with Osaic FA, Inc., where he is a registered representative. Anthony has held licenses and registrations in the state of Ohio since February 2017, including a Series 7 and a SIE, which enables Anthony to offer a full suite of investment and financial planning services. Prior to working at Osaic FA, Inc., Anthony worked at Lincoln Financial Advisors Corporation. Anthony specializes in providing financial services to individuals, corporations, and other businesses.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
OH
02/03/2017 - Present
Osaic FA, Inc. (ORANGE VILLAGE OH)
OH
01/06/2016 - 08/25/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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