Unclaimed
Christopher Miller is a financial advisor currently registered with Edward Jones. Christopher has been in the financial industry since February 2020. Christopher is licensed to conduct business in 27 states including Hawaii, Texas, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Kansas, Massachusetts, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Utah, and Washington. Christopher holds the Series 7TO, Series 66, and SIE securities licenses and is also a Certified Financial Planner. Christopher's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Elevations Credit Union.
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.
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.
See schedule d - miscellaneous
1
2
HI
04/12/2024 - Present
Edward Jones (Honolulu HI)
CO
02/27/2020 - 04/08/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
BOTH
Issued 10/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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