Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Garrett Miller is an investment advisor representative who has been active in the industry since November 19, 2019. Joshua Garrett Miller is currently registered with Cambridge Investment Research Advisors, Inc. in Florida and Illinois. Joshua Garrett Miller is also a registered investment advisor representative in Florida and Illinois. Previously, Joshua Garrett Miller was registered with Ameriprise Financial Services, LLC in California, Florida and Rhode Island. Joshua Garrett Miller also previously worked for Fortune Financial Services, Inc. in California. Joshua Garrett Miller holds the Series 63, Series 65, Series 7TO and SIE licenses. Joshua Garrett Miller has a strong history of working in the financial services industry, including experience with Allstate Insurance, Fresh Air Group of Cleveland, Lunar Cow Publishing, Integrity Financial, and Kent State University.
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
IL
02/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Chicago IL)
RI
10/12/2023 - 12/04/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Cranston RI)
FL
07/24/2023 - 09/20/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Boca Raton FL)
CA
11/04/2021 - 07/06/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Coto De Caza CA)
CA
08/19/2019 - 11/09/2021
FORTUNE FINANCIAL SERVICES, INC. (Coto De Caza CA)
IA
Issued 05/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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