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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 Miller is a financial advisor with over 30 years of experience in the industry. He is registered as a Broker-Dealer and Investment Advisor in 27 states. Jeffrey has passed the Series 6, 7, 24, 26, 63, and 65 exams, along with the SIE exam. Jeffrey currently works with Osaic Wealth, Inc. He provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Jeffrey also has experience in general and fixed insurance sales.
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.
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.
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.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (COSTA MESA CA)
CA
10/13/1992 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COSTA MESA CA)
IA
Issued 07/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/04/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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