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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Miller is a financial advisor with over 20 years of experience. Miller currently works at Cutter & Company, Inc. where he has been employed since August 2021. Prior to this position, Miller worked for CETERA ADVISOR NETWORKS LLC and SUMMIT BROKERAGE SERVICES, INC. Miller has a strong background in the industry, and holds the Series 66, 24, 31, 7 and SIE licenses. He specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Miller is a Registered Investment Advisor and has offices in Clackamas, Oregon and Ballwin, Missouri.
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.
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.
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2
OR
09/01/2021 - Present
Cutter & Company, Inc. (Clackamas OR)
OR
09/20/2019 - 08/31/2021
CETERA ADVISOR NETWORKS LLC (CLACKAMAS OR)
OR
02/20/2007 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CLACKAMAS OR)
OR
07/15/2002 - 02/21/2007
MORGAN STANLEY DW INC. (PORTLAND OR)
NY
02/08/2001 - 07/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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