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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 professional with over 30 years of experience in the financial services industry. Jeffrey has a deep understanding of the investment landscape and is committed to helping clients achieve their financial goals. Jeffrey is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2016. Previously Jeffrey was registered with Investment Centers of America, Inc. and Ameritas Investment Corp. Jeffrey is a highly skilled financial advisor and has a proven track record of success. Jeffrey is dedicated to providing clients with personalized financial advice and solutions. Jeffrey holds a variety of licenses and designations, including the Series 7, Series 6, Series 22, Series 63, and Series 24 licenses. Jeffrey also holds the designation of Chartered Financial Consultant (ChFC).
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.
Asset allocation services
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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2
IA
05/16/2016 - Present
Ameriprise Financial Services, LLC (West Des Moines IA)
IA
09/03/2008 - 05/16/2016
INVESTMENT CENTERS OF AMERICA, INC. (WEST DES MOINES IA)
IA
05/29/1998 - 09/17/2008
AMERITAS INVESTMENT CORP. (W DES MOINES IA)
IA
03/18/1996 - 06/01/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IL
03/11/1993 - 03/11/1996
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MN
10/30/1991 - 02/12/1993
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IL
06/02/1988 - 11/15/1989
TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)
NA
03/06/1987 - 06/28/1988
TRANSAMERICA SECURITIES SALES CORPORATION
NA
08/14/1985 - 06/27/1988
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
12/20/1983 - 08/19/1985
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 03/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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