linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Michael Miller

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Michael Miller

Joseph Michael Miller is a financial advisor at Missionsquare Retirement. Joseph has been in the financial services industry since 2002 and is a Certified Financial Planner. He holds licenses in Virginia and the District of Columbia.

Firm Information

Joseph Miller is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Miller’s Registration & Firm History

DC

11/01/2021 - Present

Missionsquare Retirement (WASHINGTON DC)

VA

03/04/2019 - 02/18/2020

BB&T SECURITIES, LLC (RICHMOND VA)

MN

02/16/2018 - 12/19/2018

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

FL

01/06/2012 - 11/23/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

GA

09/28/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

NJ

05/27/1999 - 09/15/2009

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

08/05/1997 - 02/22/1999

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

10/06/1994 - 02/05/1998

ASSET ALLOCATION SECURITIES CORP. (TARRYTOWN NY)

MN

06/03/1991 - 04/20/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/03/1991 - 04/20/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Joseph Michael Miller is right for you?

Licenses & Designations

BC

Issued 07/05/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/12/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Michael Miller.
Not sure if Joseph Michael Miller is right for you?