Unclaimed
June N. Miller is a financial advisor with Morgan Stanley, a firm that has over 26,100 registered representatives and over 15,700 licensed agents. June Miller has been active in the financial industry since November 17, 1993. June Miller holds licenses in 39 states and is registered with FINRA. June Miller can provide financial planning, pension consulting and educational seminars. June Miller also specializes in Portfolio Management for Individuals, Businesses and Investment Companies. June Miller is experienced in providing financial services to individuals and businesses. June Miller is based in the Fort Myers, FL office of Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Fort Myers FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. MYERS FL)
FL
11/18/1993 - 04/02/2007
MORGAN STANLEY DW INC. (FT. MYERS FL)
BC
Issued 01/25/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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