Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Robert Miller is a registered representative with MML Investors Services, LLC. Corey has been in the financial industry for over 15 years. Corey is registered in New York and Texas and holds the Series 63, Series 7 and SIE securities licenses. Corey also holds registrations in numerous other states. Corey’s previous employers include MSI Financial Services, Inc., Buckman, Buckman & Reid, Inc., Brookstone Securities, Inc., Mercer Capital LTD., John Thomas Financial and J.P. Turner & Company, L.L.C. Corey specializes in asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for both businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
05/22/2017 - Present
MML Investors Services, LLC (New York NY)
NY
12/02/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
04/12/2010 - 12/02/2011
BUCKMAN, BUCKMAN & REID, INC. (NEW YORK NY)
NY
11/10/2009 - 04/15/2010
BROOKSTONE SECURITIES, INC. (NEW YORK NY)
NY
01/15/2009 - 11/13/2009
MERCER CAPITAL LTD. (NEW YORK NY)
NY
11/18/2008 - 01/23/2009
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
11/12/2008 - 11/18/2008
J.P. TURNER & COMPANY, L.L.C. (STATEN ISLAND NY)
BC
Issued 11/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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