Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen May Miller is a financial advisor with over 40 years of experience in the industry. Ben is a Certified Financial Planner and a registered representative with Osaic Wealth, Inc. Ben's previous experience includes working with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., CAROLINA FIRST SECURITIES GROUP, INC., INTEGRATED RESOURCES EQUITY CORPORATION and THOMSON MCKINNON SECURITIES INC. Ben specializes in providing financial planning, portfolio management and pension consulting. Ben holds Series 7, Series 24, Series 51 and Series 63 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
NC
09/16/2024 - Present
Osaic Wealth, Inc. (WINSTON-SALEM NC)
NC
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WINSTON-SALEM NC)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/18/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
08/16/1989 - 05/18/1990
CAROLINA FIRST SECURITIES GROUP, INC.
NA
05/30/1989 - 08/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/27/1979 - 06/12/1989
THOMSON MCKINNON SECURITIES INC.
IA
Issued 12/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/10/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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