Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Michele Miller is a financial advisor at Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Kari has been in the industry since November 2012 and has been registered with Edward Jones since January 2017. Previously, Kari worked for Wells Fargo Clearing Services, LLC. Kari has a Series 7 and Series 66 license, as well as a Securities Industry Essentials Examination (SIE) designation. Kari works with a wide range of clients, including individuals, families, businesses, and retirement plans. Kari focuses on providing financial planning, portfolio management, and investment advisory services.
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.
See schedule d - miscellaneous
1
2
MT
05/18/2021 - Present
Edward Jones (GREAT FALLS MT)
MT
03/30/2017 - 03/05/2018
EDWARD JONES (GREAT FALLS MT)
MT
11/01/2012 - 01/17/2017
WELLS FARGO CLEARING SERVICES, LLC (GREAT FALLS MT)
BOTH
Issued 12/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kari Miller is the right advisor for you? Invested Better is here to help.
