Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Floyd? Claim Your ProfileFloyd Miller is a financial advisor with over 40 years of experience in the industry. Floyd is currently registered with Osaic Wealth, Inc., and has previously held positions at FSC Securities Corporation, Advantage Capital Corporation, First American National Securities, Inc., North American Management, Inc., and Edward D. Jones & Co., L.P.. Floyd's expertise includes financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Floyd provides services to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (ABILENE TX)
TX
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (ABILENE TX)
TX
01/03/1989 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (ABILENE TX)
NA
02/09/1988 - 01/10/1989
FIRST AMERICAN NATIONAL SECURITIES, INC.
NA
10/26/1984 - 02/08/1988
ADVANTAGE CAPITAL CORPORATION
NA
10/26/1984 - 07/15/1985
NORTH AMERICAN MANAGEMENT, INC.
NA
04/20/1983 - 09/28/1984
EDWARD D. JONES & CO., L.P.
BC
Issued 05/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/24/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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