Unclaimed
Destiny McMiller is a financial advisor registered with Morgan Stanley and has been in the financial services industry since 2021. Destiny is registered to provide securities and investment advisory services in 53 states and holds the Series 63, 7TO and SIE licenses. Prior to joining Morgan Stanley, Destiny was employed by E*TRADE Securities LLC. Destiny’s specialties include portfolio management for individuals, businesses and investment companies, as well as financial planning, pension consulting and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
GA
01/19/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
04/08/2021 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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