Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Brandon Miller is a financial advisor with Edelman Financial Engines, where he provides investment advice. Christopher has been in the financial services industry since 2009. He is registered to offer advisory services in Alabama, Tennessee, and Texas. Previously, Christopher worked at TRANSAMERICA FINANCIAL ADVISORS, INC and SAGEPOINT FINANCIAL, INC. Christopher has a strong background in financial planning and portfolio management. He holds the Series 66, Series 7, and SIE licenses and is committed to helping clients achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AL
06/27/2024 - Present
Edelman Financial Engines (BIRMINGHAM AL)
AL
05/11/2016 - 11/03/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (TUSCALOOSA AL)
AL
04/24/2015 - 08/20/2015
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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