Unclaimed
Jennifer Elizabeth Miller is an active Registered Representative and Investment Advisor Representative associated with Stifel, Nicolaus & Company, Inc. Jennifer is registered in 44 states, including Florida, and Texas, and has been working in the financial services industry for over 10 years. Jennifer has a diverse background having worked with several firms including Center Street Securities, Inc. She specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Jennifer is committed to providing her 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/07/2020 - Present
Stifel, Nicolaus & Company, Inc. (PENSACOLA FL)
FL
09/24/2015 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (PENSACOLA FL)
TN
11/12/2013 - 08/27/2015
CENTER STREET SECURITIES, INC. (NASHVILLE TN)
TN
07/10/2013 - 11/11/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
07/18/2012 - 07/17/2013
LPL FINANCIAL LLC (COLLIERVILLE TN)
TN
07/15/2011 - 02/24/2012
NFP SECURITIES, INC. (MEMPHIS TN)
TN
06/28/2011 - 06/28/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MEMPHIS TN)
IA
Issued 03/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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