Unclaimed
Casey Lee Miller is a financial advisor with Fidelity Brokerage Services LLC. Casey has been in the industry since February 14, 2023. Casey holds the Series 7TO, Series 63, and SIE licenses. Casey is registered in 21 states including Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, Virginia, Washington, and Wisconsin.
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.
1
2
TX
02/15/2023 - Present
Fidelity Brokerage Services LLC (HOUSTON TX)
BC
Issued 05/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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