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Kate Lynne Miller

Pimco Investments LLC

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About Kate Lynne Miller

Kate Lynne Miller is a registered representative with Pimco Investments LLC. Kate is a Series 7 and SIE licensed professional. She is actively registered with FINRA. She has been in the industry since June 27, 2024. Kate's current employer, Pimco Investments LLC, is located at 650 NEWPORT CENTER DR., NEWPORT BEACH, CA 92660.

Firm Information

Kate Miller is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kate Miller’s Registration & Firm History

CA

06/28/2024 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 06/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kate Lynne Miller.
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