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Geffrey Miller

Empower Financial Services, Inc.

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About Geffrey Miller

Geffrey Miller is a financial advisor currently registered with Empower Financial Services, Inc.. Geffrey has been in the financial services industry since 2004. Geffrey has a strong track record of success in the financial services industry. Geffrey has a deep understanding of the financial markets and a commitment to providing his clients with personalized financial advice. Geffrey is a highly experienced financial advisor with a passion for helping people achieve their financial goals. Prior to joining Empower Financial Services, Inc., Geffrey worked at Putnam Retail Management Limited Partnership, Mesirow Financial, Inc., Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC.

Firm Information

Geffrey Miller is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Geffrey Miller’s Registration & Firm History

CT

01/02/2015 - Present

Empower Financial Services, Inc. (Hartford CT)

MA

11/21/2013 - 01/02/2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MA

01/26/2010 - 10/07/2013

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

IL

08/03/2009 - 01/08/2010

MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)

RI

04/02/2008 - 06/19/2009

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

IL

01/01/2008 - 02/21/2008

FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)

IL

10/12/2004 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CHICAGO IL)

RI

09/18/2003 - 11/11/2004

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 10/05/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Geffrey Miller.
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