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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 50 years of experience in the industry. Harlan has a broad range of experience working with individuals, businesses, and institutions. Harlan currently works with Cetera Investment Advisers LLC and Regency Financial, LLC. Harlan provides financial planning, portfolio management and other investment-related services. Harlan holds a number of professional designations including Certified Financial Planner and Chartered Financial Consultant.
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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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 9/6/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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