Unclaimed
John Paul Miller is an investment advisor representative with Equitable Advisors, LLC, based in Scottsdale, Arizona. John has been in the industry for over 7 years. John is registered with FINRA, the state of Arizona and has a Series 66, 7TO, and SIE license. John works with individuals, families, and businesses to develop personalized financial plans and provide investment management services. John's experience and knowledge are valuable assets for clients seeking comprehensive financial guidance. John is committed to building long-term relationships with clients based on trust, transparency, and integrity.
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.
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AZ
07/10/2024 - Present
Equitable Advisors, LLC (SCOTTSDALE AZ)
BOTH
Issued 06/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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