Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Neal Miller is a registered representative with Newbridge Financial Services Group, Inc. Jeffrey has been in the financial services industry for over 20 years, beginning his career in 2003. Jeffrey specializes in serving individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey also has experience in financial planning, portfolio management, and selection of other advisors. Prior to joining Newbridge, Jeffrey was with Kovack Securities Inc., Triad Advisors LLC and Proequities, Inc. Jeffrey is licensed to sell securities in Florida.
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.
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.
Promoter fees
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2
FL
09/20/2024 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
10/11/2021 - 08/19/2024
KOVACK SECURITIES INC. (Boca Raton FL)
GA
10/30/2018 - 10/20/2021
TRIAD ADVISORS LLC (NORCROSS GA)
AL
11/12/2007 - 10/19/2018
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
05/16/2006 - 11/02/2007
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NE
10/31/2003 - 12/06/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
09/30/2003 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 07/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2014
Series 4 - Registered Options Principal Examination
BC
Issued 06/29/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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