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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Miller is a financial advisor with over 23 years of experience in the financial services industry. Gregory Miller is currently registered with Alliancebernstein LP, a large financial services firm with over $50 billion in assets under management. Gregory Miller has a wide range of experience, having worked at various firms including Corpfin.com, Inc. and Sanford C. Bernstein. Gregory Miller is a Registered Representative (Series 7), a General Securities Principal (Series 24), a Futures Managed Funds Representative (Series 31), and holds both the Series 63 and Series 65 licenses. Gregory Miller specializes in a variety of investment areas including asset allocation, portfolio management, and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
10/08/2023 - Present
Alliancebernstein LP (CHICAGO IL)
GA
10/08/1999 - 04/12/2001
CORPFIN.COM, INC. (ALPHARETTA GA)
NY
07/23/1998 - 03/19/1999
BROWN SIMPSON SECURITIES, LLC (NEW YORK NY)
IA
Issued 11/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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