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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 Randall Miller is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Joseph has over 35 years of experience in the financial services industry. He is a Registered Representative and Investment Advisor Representative with Series 7, 24, 51, 63, and 65 licenses. Joseph holds a variety of licenses and certifications, including the Series 3, 5, and SIE exams. He is also a registered investment advisor in Pennsylvania and Texas. Joseph is passionate about helping individuals and families achieve their financial goals. He provides a wide range of financial services, including retirement planning, investment management, and insurance. Joseph has extensive experience working with individuals, families, corporations, and other business entities. He is committed to providing his 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/27/2014 - Present
LPL Financial LLC (WYOMISSING PA)
NY
01/22/1988 - 02/06/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/22/1984 - 02/10/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/03/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/05/1984
Series 5 - Interest Rate Options Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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