Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Upchurch Miller is a financial advisor with over 20 years of experience in the industry. Edward has been registered with UBS Financial Services Inc. since 2009. Edward was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Union Securities, Inc. Edward has Series 7, Series 31, Series 63, and Series 65 licenses. Edward holds an SIE exam as well. Edward is currently registered in 37 states as a broker and in 2 states as an investment advisor representative. Edward is also the managing member of BOC Capital LLC and Middle LLC. Edward is an adjunct professor at Jacksonville State University. Edward is a partner in Smokerise Field Club. UBS Financial Services Inc. is a large firm with over $50 billion in assets under management. UBS Financial Services Inc. provides financial services to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
02/02/2009 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
04/23/2001 - 02/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
MO
10/01/1999 - 02/17/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/29/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 4/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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