Unclaimed
Frank C. Miller is a financial professional with over 20 years of experience in the financial services industry. Frank Miller is currently registered with MML Investors Services, LLC in Winston Salem, NC and has been active in the industry since 2001. Frank C. Miller provides a wide range of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting. Frank Miller also offers educational seminars and assists clients with selecting other advisors. In addition to Frank C. Miller's current role, Frank Miller has held positions with MSI FINANCIAL SERVICES, INC. and Metropolitan Life Insurance Company. Frank C. Miller holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
10/28/2024 - Present
MML Investors Services, LLC (Winston Salem NC)
NC
10/12/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Winston Salem NC)
NC
10/12/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WINSTON-SALEM NC)
IA
Issued 01/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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