Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Miller is a financial advisor with over 27 years of experience. Craig works with Osaic Wealth, Inc. and provides investment advisory services. Craig has a wide range of experience serving clients including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Craig also has experience working with Securities America, Inc. and Fiducial Investment Advisors, Inc. Craig Miller is dedicated to helping clients achieve 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
IN
06/14/2024 - Present
Osaic Wealth, Inc. (Indianapolis IN)
IN
11/17/2004 - 06/14/2024
SECURITIES AMERICA, INC. (Indianapolis IN)
MD
10/28/2002 - 11/18/2004
FIDUCIAL INVESTMENT ADVISORS, INC. (COLUMBIA MD)
MO
02/18/1997 - 11/21/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/22/1996 - 02/21/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2002
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Miller is the right advisor for you? Invested Better is here to help.
