Unclaimed
Brett Alexander Miller is a financial advisor with Principal Securities, Inc. Brett has been in the industry for 10 years and is registered in Missouri and Texas. Brett has licenses in Series 66, Series 7TO, and SIE. Brett also has experience with insurance products. Brett provides financial planning, pension consulting and educational seminars. Brett has over 10 years of experience in 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MO
09/19/2022 - Present
Principal Securities, Inc. (BUTLER MO)
BOTH
Issued 12/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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