Unclaimed
Jeffrey Rand Miller is a financial advisor at American Portfolios Financial Services, Inc. in Fairfield, NJ. Jeffrey has been a financial advisor for over 15 years and holds a Series 7 and Series 63 license. Jeffrey has a proven track record of success in helping clients achieve their financial goals. Jeffrey has experience in all aspects of financial planning, including retirement planning, investment management, and estate planning. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
NJ
08/11/2016 - Present
American Portfolios Financial Services, Inc. (Fairfield NJ)
NJ
06/15/2015 - 07/26/2016
FIRST ALLIED SECURITIES, INC. (Fairfield NJ)
NJ
10/02/2008 - 06/16/2015
SII INVESTMENTS, INC. (FAIRFIELD NJ)
BC
Issued 12/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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