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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Miller is a financial advisor with Cetera Investment Advisers LLC. Brian is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Brian holds Series 6, 7, 24, 26, 51, and 63 licenses as well as the SIE exam. Brian is also registered in over 40 states. Brian is a member of the Perry Township Education Foundation and Indy Premier Soccer Club. Brian specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
1
2
IN
01/12/2023 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
10/18/2001 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
BOTH
Issued 08/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/17/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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