Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Aline Miller is a financial advisor with over 20 years of experience in the financial services industry. Cindy is a Certified Financial Planner™ professional and currently works as a Registered Representative at Avantax Advisory Services. Cindy has a broad range of experience in providing financial advice to individuals, businesses, and retirement plans. Cindy is licensed to sell insurance products, annuities, and securities and is also a licensed Certified Public Accountant. Cindy's areas of expertise include financial planning, investment management, and tax planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
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2
TX
07/14/2021 - Present
Avantax Advisory Services (DALLAS TX)
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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