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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Miller is a financial advisor with Raymond James & Associates, Inc. Brett has been in the industry since December 2015 and has experience in various financial services roles. Brett is a Certified Financial Planner and holds Series 7, 7TO, 63, 66, and SIE licenses. Brett has been registered with the state of Michigan since 2023. Brett is based in Scottsdale, Arizona and provides financial planning, portfolio management, and other financial services.
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.
Please see note in schedule d - miscellaneous
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
AZ
09/08/2023 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
MI
01/23/2017 - 07/11/2017
SCOTTRADE, INC. (ROCHESTER HILLS MI)
AZ
11/05/2015 - 01/05/2017
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
BC
Issued 05/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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