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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 Wealth Enhancement Advisory Services, LLC, where he has been since December of 2021. Jeffrey previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Cardan Capital Partners, LLC. Jeffrey is a Certified Financial Planner and has a total of 5 years of experience in the financial services industry. Jeffrey's specializations include financial planning, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CO
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (DENVER CO)
CO
07/25/2012 - 05/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
IL
07/23/2010 - 07/30/2012
GREAT POINT CAPITAL LLC (CHICAGO IL)
IL
12/14/2009 - 07/26/2010
ASSENT LLC (BOLINGBROOK IL)
NJ
04/21/1998 - 08/06/1998
HEARTLAND SECURITIES CORP. (EDISON NJ)
NE
02/05/1997 - 04/21/1998
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
BOTH
Issued 07/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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