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 Registered Representative and Investment Advisor Representative. John has been in the securities industry for over 10 years. He has a Series 7, 9, 63 and 65 licenses, and a SIE. John has a strong track record of success in providing financial planning and investment management services to individuals and families. John is currently employed by Pinnacle Investments, LLC. John has also worked for JPMorgan Securities LLC, AXA Advisors and Morgan Stanley. John has a wide range of experience in the financial services industry. John is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
09/24/2024 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
01/24/2018 - 04/23/2018
AXA ADVISORS, LLC (SYRACUSE NY)
NY
09/07/2016 - 01/09/2018
J.P. MORGAN SECURITIES LLC (LIVERPOOL NY)
NY
02/04/2013 - 09/14/2016
MORGAN STANLEY (SYRACUSE NY)
IA
Issued 03/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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