Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Glenn Miller is a financial advisor who has been in the industry for over 10 years. Miller currently works for Waverly Advisors, LLC and is registered with the state of Florida. Prior to working at Waverly Advisors, LLC, Miller worked at EDWARD JONES in Pensacola, FL. Miller is a Chartered Financial Analyst and has passed both the Series 7 and Series 66 exams. Miller specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
06/07/2012 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
FL
02/14/2011 - 07/01/2011
EDWARD JONES (PENSACOLA FL)
BOTH
Issued 02/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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