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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Scott Miller is a financial advisor who has been in the industry since 1972. J Scott Miller is currently registered with Blue Bell Private Wealth Management, LLC in Pennsylvania, Florida and Texas. J Scott Miller is also registered as an Investment Advisor Representative in all three states. J Scott Miller has previously worked for Cumberland Brokerage Corporation, Morgan Stanley DW Inc., Prudential Securities Incorporated, Elkins & Co., and Hornblower & Weeks - Hemphill, Noyes Incorporated. J Scott Miller has a Series 63, Series 65, Series 24, and Series 1 license. J Scott Miller specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, 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.
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
PA
11/01/2016 - Present
Blue Bell Private Wealth Management, LLC (BLUE BELL PA)
PA
01/31/2007 - 10/16/2007
CUMBERLAND BROKERAGE CORPORATION (ARDMORE PA)
NY
05/12/2000 - 02/28/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/07/1982 - 05/16/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/22/1976 - 08/18/1982
ELKINS & CO.
NA
02/22/1972 - 11/07/1976
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
IA
Issued 01/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1981
Series 24 - General Securities Principal Examination
BC
Issued 02/16/1972
Series 1 - Registered Representative Examination
Active
Inactive
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