Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Miller is a registered investment advisor representative with Cetera Investment Advisers LLC. David Miller has been in the financial services industry since 1985. David Miller is registered in 16 states and has experience working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. David Miller’s current registrations include Series 6, 7, and 63 licenses, as well as the SIE exam. David Miller offers advisory services that include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. David Miller also offers tax preparation services and fixed insurance products, including life, disability, annuities, and long-term care.
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
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (WEST ALLIS WI)
NY
03/23/1990 - 12/31/1995
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
06/14/1989 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
VT
07/10/1985 - 06/15/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 07/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Miller is the right advisor for you? Invested Better is here to help.
