Unclaimed
George Michael Miller is a financial advisor with over 39 years of experience in the industry. George is currently registered with Charles Schwab & CO., Inc., and has previously worked with OPTIONSXPRESS, INC., LANDMARK BROKERAGE SERVICES, INC., CITICORP FINANCIAL SERVICES,INC., NB CLEARING CORPORATION, and NORSTAR BROKERAGE CORPORATION. George has a wide range of experience, and holds licenses for Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, and Series 63. George Michael Miller is registered with the Securities and Exchange Commission and the state of Florida.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
04/01/2003 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
09/02/2011 - 11/14/2017
OPTIONSXPRESS, INC. (ORLANDO FL)
NA
04/17/1991 - 11/04/1991
LANDMARK BROKERAGE SERVICES, INC.
NA
09/17/1987 - 04/16/1991
CITICORP FINANCIAL SERVICES,INC.
NA
06/25/1984 - 06/10/1987
NB CLEARING CORPORATION
NA
06/14/1983 - 06/10/1987
NORSTAR BROKERAGE CORPORATION
NA
04/20/1983 - 06/03/1983
OPPENHEIMER & CO., INC.
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/26/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/22/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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