Unclaimed
John David Miller is a Registered Investment Advisor representative of Foundations Investment Advisors LLC and is licensed to provide investment advice in Florida. John David Miller has been working in the financial industry since 2010. John David Miller previously worked for Innovation Partners LLC and has held positions with Questar Capital Corporation and Symetra Investment Services, Inc. John David Miller has a Series 7, Series 63, and Series 65 license, as well as the SIE exam. John David Miller has experience providing financial planning, portfolio management, educational seminars, and selecting other advisors for individuals and businesses. John David Miller is a classroom instructor for financial planning at the American Financial Education Alliance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
04/10/2024 - Present
Foundations Investment Advisors LLC (Largo FL)
FL
11/18/2011 - 12/24/2014
INNOVATION PARTNERS LLC (Largo FL)
FL
12/09/2010 - 11/10/2011
QUESTAR CAPITAL CORPORATION (CLEARWATER FL)
FL
05/25/2010 - 11/02/2010
SYMETRA INVESTMENT SERVICES, INC. (CLEARWATER FL)
IA
Issued 09/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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