Unclaimed
David Miller is a financial advisor with Steward Partners Investment Advisory, LLC. David has been in the financial services industry since December 5, 2017. David is registered with the state of Tennessee and has a Series 7 and Series 66 license. David also has experience working with Thrivent Investment Management Inc. and Raymond James Financial Services, Inc. David is committed to providing clients with financial advice and guidance to help them achieve their financial goals. David provides financial consulting, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. David is also active in the community and enjoys giving back. David is a valuable resource for clients who are looking for a financial advisor with experience, knowledge, and a commitment to providing excellent customer service.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
02/05/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TN
09/10/2018 - 02/01/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (NASHVILLE TN)
TN
12/06/2017 - 09/11/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Nashville TN)
BOTH
Issued 12/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/6/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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