Unclaimed
Jeremiah Lee Miller is a financial advisor with Stifel, Nicolaus & Company, Inc., registered in 43 states, as well as the District of Columbia. Jeremiah has been in the industry since 2004 and is licensed to provide a variety of financial services. Jeremiah's experience includes working with a range of clients, including individuals, businesses, and institutions. Jeremiah has the following securities licenses: Series 7, Series 50, Series 52, and SIE. Jeremiah is also a Municipal Securities Representative.
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
CO
09/03/2020 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
CO
09/27/2019 - 12/06/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
CO
12/15/2004 - 09/27/2019
GEORGE K. BAUM & COMPANY (Grand Junction CO)
BC
Issued 03/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/14/2004
Series 7 - General Securities 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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