Unclaimed
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 registered with LPL Financial LLC. Daniel is also registered as an Investment Advisor Representative with the state of Ohio. He has been in the securities industry since August 2014. Prior to joining LPL Financial, Daniel was associated with Transamerica Financial Advisors, Inc. in Maumee, OH. Daniel has passed the Series 6, Series 63, Series 65, and SIE exams. Daniel has other business affiliations in addition to his advisory services. He is also an agent selling fixed life and health insurance, as well as a referral agent for Aflac.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
10/10/2023 - Present
LPL Financial LLC (WESTERVILLE OH)
OH
08/25/2014 - 10/09/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (MAUMEE OH)
IA
Issued 03/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Miller is the right advisor for you? Invested Better is here to help.
