Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harlan? Claim Your ProfileHarlan Vincent Miller is a financial advisor with over 49 years of experience in the financial services industry. Miller is currently registered with Cetera Investment Advisers LLC and Regency Financial, LLC. Miller has held previous positions with Walnut Street Securities, Inc., American United Life Insurance Company, Royal Alliance Associates, Inc., Carillon Investments, Inc., Integrated Resources Equity Corporation, and AUL Equity Sales Corp. Miller holds licenses for Series 1, 7, 24, 63, and SIE exams. Miller is a Certified Financial Planner and a Chartered Financial Consultant. Miller also provides independent insurance agency services for disability, fixed annuities, life/accident/health, and long-term care. Miller's experience and expertise have allowed him to develop a deep understanding of the financial needs of individuals, families, and businesses. Miller is committed to providing personalized financial advice and strategies to help clients achieve their financial goals.
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.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (DAYTON OH)
OH
11/17/1995 - 09/03/2013
WALNUT STREET SECURITIES, INC. (DAYTON OH)
IN
08/01/1973 - 11/24/1995
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
AZ
11/19/1989 - 10/27/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
10/10/1985 - 01/10/1992
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
05/24/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/01/1973 - 06/02/1983
AUL EQUITY SALES CORP.
BC
Issued 09/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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