Unclaimed
Antoinette Irene Miller is a registered Investment Advisor Representative with Global View Capital Management LLC. Antoinette has over 10 years of experience in the financial services industry, and holds the Series 7 and Series 66 licenses. Antoinette was previously registered with PURSHE KAPLAN STERLING INVESTMENTS and THE STRATEGIC FINANCIAL ALLIANCE, INC. Antoinette specializes in financial planning and provides advice to participants of 401(k), 403b, 457, and Simple retirement plans. Antoinette also provides sub-advisory services to other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/02/2014 - 09/05/2014
PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)
WI
08/28/2012 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
WI
12/12/2011 - 08/24/2012
AXA ADVISORS, LLC (GREEN BAY WI)
BOTH
Issued 01/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Antoinette Miller is the right advisor for you? Invested Better is here to help.