Unclaimed
Graham Scott Miller is a financial advisor registered with Commonwealth Financial Network. Graham has been in the financial services industry since August 2011. Graham is a Registered Representative and Investment Advisor Representative licensed in Washington and a number of other states. Graham also holds the Series 7 and Series 66 licenses and the SIE exam. Graham works with individuals, high net worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
09/06/2013 - Present
Commonwealth Financial Network (Mercer Island WA)
WA
08/18/2011 - 08/27/2013
WADDELL & REED, INC. (KENNEWICK WA)
BOTH
Issued 09/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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