Unclaimed
Jeanne May Miller is a registered representative with CFD Investments, Inc. Jeanne has been in the financial services industry for 1 year. Jeanne holds the Series 7TO, Series 63, and SIE licenses. Jeanne is registered in Indiana. Jeanne's previous experience includes working at CHARLES SCHWAB & CO., INC..
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.
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.
1
2
IN
02/26/2024 - Present
CFD Investments, Inc. (KOKOMO IN)
IN
05/02/2022 - 02/26/2024
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BC
Issued 05/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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