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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harree? Claim Your ProfileHarree Jon Miller has over 30 years of experience in the financial services industry. Harree is currently registered with Northern Trust Securities, Inc. and is licensed to provide investment advice in 32 states. Harree has a strong background in providing investment advice to individuals and businesses. Harree has experience in portfolio management, financial planning, and selection of other advisors.
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.
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
IL
04/20/2001 - Present
Northern Trust Securities, Inc. (Chicago IL)
RI
05/11/1990 - 06/14/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
CA
01/03/1990 - 04/18/1990
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
04/14/1989 - 02/06/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
07/19/1988 - 04/15/1989
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
07/19/1988 - 04/15/1989
TRANSAMERICA SECURITIES SALES CORPORATION
IA
Issued 08/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1988
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 03/05/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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