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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Miller is a financial advisor based in Atlanta, Georgia. Daniel is affiliated with Alliancebernstein LP, where he has been employed since November 2020. Prior to that, Daniel was employed by Northern Trust Securities, Inc. in Chicago, Illinois for five years. Daniel has been in the securities industry since September 2015. Daniel specializes in providing investment advice to high-net-worth individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
10/08/2023 - Present
Alliancebernstein LP (ATLANTA GA)
IL
06/15/2015 - 07/24/2020
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 11/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2018
Series 3 - National Commodity Futures Examination
BC
Issued 06/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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