Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe D. Miller is an investment advisor representative at Lincoln Investment in Carmel, Indiana. Joe has been in the securities industry since 1997. Joe has passed the Series 6, Series 63, and Series 65 exams, as well as the SIE exam. Joe is registered with the state of Indiana as a broker and investment advisor. Joe has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses, as well as individuals other than high-net-worth. Joe is also a client relationship consultant at Shepherd Financial, LLC.
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.
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.
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2
IN
06/17/2020 - Present
Lincoln Investment (Carmel IN)
IN
03/15/2017 - 03/23/2020
PRINCIPAL SECURITIES, INC. (INDIANAPOLIS IN)
IN
07/06/2016 - 02/24/2017
PAYCHEX SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
12/17/2001 - 08/10/2015
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
08/12/1996 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 07/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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