Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Edward Miller is a financial advisor with Osaic Wealth, Inc. based in Minocqua, WI. George has over 18 years of experience in the financial services industry. George has a Series 7, Series 6, Series 63, and Series 66 license and holds a SIE designation. George previously worked at Woodbury Financial Services, Inc. and SII INVESTMENTS, INC.. George provides financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for 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.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (MINOCQUA WI)
WI
10/19/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MINOCQUA WI)
WI
07/01/2014 - 10/19/2017
SII INVESTMENTS, INC. (Minocqua WI)
WI
08/18/2010 - 07/09/2014
LPL FINANCIAL LLC (ANTIGO WI)
WI
04/19/2010 - 08/10/2010
CUNA BROKERAGE SERVICES, INC. (ANTIGO WI)
WI
07/15/2004 - 01/12/2009
LASALLE ST SECURITIES, L.L.C. (RHINELANDER WI)
BOTH
Issued 03/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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