Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Miller is a financial advisor who has been in the industry since 1989. He is currently registered with GWN Securities Inc. and has been with the firm since December 2005. Jeffrey John Miller has also held previous positions at ING Financial Advisers, LLC, Gunnallen Financial, Inc, VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, Princor Financial Services Corporation, and Waddell & Reed, Inc. Jeffrey John Miller is licensed to provide financial advice in Florida, Georgia, Massachusetts, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and South Carolina.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
10/03/2014 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
PA
12/20/2005 - 10/03/2014
GWN SECURITIES INC. (CHURCHVILLE PA)
CT
07/28/2004 - 12/21/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
FL
08/15/2003 - 08/11/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
TX
09/10/1997 - 07/18/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/24/1990 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
03/30/1989 - 12/31/1989
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
06/20/1988 - 11/14/1988
WADDELL & REED, INC.
IA
Issued 12/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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