Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaye? Claim Your ProfileKaye Miller is a financial advisor with over 40 years of experience in the financial services industry. Kaye is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Osaic Wealth, Inc. Kaye has also previously been registered with The Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company, E. F. Hutton & Company Inc, and The Variable Annuity Marketing Company. Kaye holds a Series 6, 7, and 63 license as well as the Securities Industry Essentials (SIE) exam. Kaye specializes in working with individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
01/24/2025 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
IN
09/10/1985 - 05/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
09/10/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
01/27/1983 - 09/20/1985
E. F. HUTTON & COMPANY INC
NA
09/22/1981 - 12/27/1982
THE VARIABLE ANNUITY MARKETING COMPANY
BC
Issued 01/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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