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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allan Miller is a financial advisor with over 13 years of experience in the financial industry. Jeffrey is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where he has been employed since 2011. Prior to that, he was employed by MORGAN STANLEY SMITH BARNEY and COUNTRY CAPITAL MANAGEMENT COMPANY. Jeffrey is licensed in 30 states and holds Series 6, 7, 63 and 65 licenses. He holds a Series 7 license which enables him to provide investment advice to clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AZ
02/26/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCOTTSDALE AZ)
AZ
09/30/2010 - 08/19/2011
MORGAN STANLEY SMITH BARNEY (TEMPE AZ)
AZ
01/29/2008 - 02/10/2009
COUNTRY CAPITAL MANAGEMENT COMPANY (MESA AZ)
IA
Issued 01/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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