Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Miller is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since 2024. Jonathan is registered to provide investment advice in Florida. Ameriprise Financial Services, LLC is a large, well-established firm with a strong reputation and a wide range of financial products and services. The firm has over $479 billion in assets under management and provides services to a variety of clients, including individuals, families, businesses, and institutions. Jonathan specializes in providing financial planning, investment management, and retirement planning services. Jonathan has a strong understanding of the financial markets and a commitment to providing personalized advice to meet the unique needs of each client.
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.
Asset allocation services
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.
1
2
FL
04/22/2024 - Present
Ameriprise Financial Services, LLC (Lakeland FL)
BOTH
Issued 04/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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