Unclaimed
Christopher Miller is a financial advisor who is registered with UBS Financial Services Inc. Christopher has been in the industry since July 19, 2012 and has experience with MORGAN STANLEY. Christopher is licensed to offer investment advice and sell securities products. Christopher holds the Series 99 and SIE licenses. Christopher specializes in portfolio management, financial planning, pension consulting, and investment advice. Christopher is based in Weehawken, NJ and serves clients throughout the state.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
05/02/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
12/20/2018 - 03/23/2022
MORGAN STANLEY (New York NY)
NJ
04/30/2012 - 11/07/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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