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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Kareem Miller is a financial advisor with Cambridge Investment Research Advisors, Inc. Joseph is a CERTIFIED FINANCIAL PLANNER™ professional. Joseph has been in the securities industry since June 28, 1994. Joseph is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative (IAR) and holds Series 6, 7 and 63 licenses. Joseph is also registered as an Investment Adviser Representative (IAR) in North Carolina and Texas. Joseph has been with Cambridge Investment Research Advisors, Inc. since July 2009.
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
NC
10/02/2009 - Present
Cambridge Investment Research Advisors, Inc. (DURHAM NC)
NC
02/04/1999 - 07/08/2009
VALIC FINANCIAL ADVISORS, INC. (DURHAM NC)
TX
06/29/1994 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 07/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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