Unclaimed
Jill Cathleen Miller is an investment advisor representative with Benjamin F. Edwards & Company, Inc. Jill has been in the industry since 2002. Jill is licensed in 29 states and holds the Series 66, Series 7, Series 9, and Series 10 licenses. Jill has worked at several firms including A. G. Edwards & Sons, Inc., Wachovia Securities, LLC, and RBC Capital Markets, LLC. Jill offers financial planning, pension consulting, portfolio management, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
01/25/2017 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NY
06/12/2008 - 01/30/2014
RBC CAPITAL MARKETS, LLC (PAINTED POST NY)
NY
01/01/2008 - 06/12/2008
WACHOVIA SECURITIES, LLC (PAINTED POST NY)
NY
07/01/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PAINTED POST NY)
BOTH
Issued 10/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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