Unclaimed
Keenan M. Miller is a financial advisor with Equitable Advisors, LLC. Miller has been in the financial services industry for over 10 years, and has worked with Equitable Advisors since 2013. Miller is registered to provide investment advice in Maryland, New York, Pennsylvania, and Wyoming. Miller holds Series 66, 24, SIE, and 7 licenses. Miller provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Miller also serves on the Young Life Greater Northeast Region committee, the Vestal Rotary, the Rural Economic Area Partnership (REAP) board, and the Catholic Charities Tompkins/Tioga board. Miller is committed to helping clients achieve their financial goals.
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
NY
10/04/2021 - Present
Equitable Advisors, LLC (ENDICOTT NY)
BOTH
Issued 10/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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