Unclaimed
Christopher John Miller is a registered investment advisor with over 27 years of experience in the financial services industry. Christopher is currently employed by Geneos Wealth Management, Inc. and Personal Wealth Advisory, LLC in Lancaster, Pennsylvania. Christopher John Miller holds the Series 63, 66, 53, 7 and SIE licenses and is registered in 14 states. Christopher works with individuals, corporations, and charitable organizations. Christopher provides a variety of financial planning services, including portfolio management, pension consulting, financial planning and educational seminars. Christopher's practice is focused on helping clients reach 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.
1
2
PA
07/29/2010 - Present
Geneos Wealth Management, Inc. (LANCASTER PA)
CA
04/28/1995 - 01/22/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 07/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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