Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett J. Miller is a financial advisor with over 20 years of experience in the industry. Brett has been registered with J.P. Morgan Institutional Investments Inc. since 2011. Prior to joining J.P. Morgan, Brett worked at JPMorgan Distribution Services, Inc., Raymond James & Associates, Inc., and McDonald Investments Inc. Brett holds the Series 7, Series 63, Series 66, and SIE licenses and is registered in 14 states.
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.
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.
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2
NY
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
OH
10/15/2002 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
FL
02/27/2001 - 09/06/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
08/09/2000 - 03/02/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 06/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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