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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William clark Miller is a financial advisor who has been in the industry since 2007. John William clark Miller is registered with Cambridge Investment Research Advisors, Inc. in Rockville, MD. John William clark Miller has been with Cambridge Investment Research Advisors, Inc. since 2018. John William clark Miller is also registered as an Investment Advisor Representative in Maryland. Prior to joining Cambridge Investment Research Advisors, Inc., John William clark Miller worked for several other firms, including ING Financial Partners, Inc., UBS Financial Services Inc., Northwestern Mutual Investment Services, LLC, and New England Securities. John William clark Miller holds a Series 6, 7, 63, and 65 license, as well as the SIE exam. John William clark Miller is also a Certified Financial Planner. John William clark Miller's area of expertise is in financial planning, pension consulting, educational seminars, market timing services, and portfolio management. John William clark Miller is committed to providing clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
01/18/2018 - Present
Cambridge Investment Research Advisors, Inc. (Rockville MD)
VA
10/22/2012 - 05/20/2014
ING FINANCIAL PARTNERS, INC. (VIENNA VA)
DC
12/14/2010 - 10/08/2012
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
MA
12/04/2007 - 10/01/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WELLESLEY MA)
NH
04/30/2007 - 11/16/2007
NEW ENGLAND SECURITIES (MANCHESTER NH)
IA
Issued 03/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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