Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Miller is a financial advisor at Summit Financial, LLC, based in Dublin, OH. John has been in the industry for over 15 years and has extensive experience in the financial services industry. John holds the Series 6, Series 63, Series 6TO, Series 26, and SIE licenses, and has been registered with the state of Ohio since 2024. John offers a variety of financial services to individuals, businesses, and organizations, including financial planning, investment management, and insurance. John is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals. Prior to joining Summit Financial, LLC, John worked at Meeder Distribution Services, Inc. and Foresters Financial Services, Inc.
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.
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
OH
04/05/2024 - Present
Summit Financial, LLC (DUBLIN OH)
OH
01/30/2019 - 10/01/2021
MEEDER DISTRIBUTION SERVICES, INC. (DUBLIN OH)
OH
07/08/2008 - 01/28/2019
FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)
BC
Issued 04/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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