Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Miller is a financial advisor with Transamerica Retirement Advisors, LLC. Kevin has been in the financial services industry since 1990. Kevin has a wide range of experience, having worked for several firms before joining Transamerica. Kevin specializes in helping clients with their financial planning needs, including retirement planning, investment management, and insurance. Kevin is licensed to sell securities in New Jersey. Kevin is committed to providing his clients with personalized financial advice and helping them 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NJ
11/10/2021 - Present
Transamerica Retirement Advisors, LLC (Southampton NJ)
NJ
04/28/2021 - 10/22/2021
CITIZENS SECURITIES, INC. (HADDON HEIGHTS NJ)
NJ
11/18/2019 - 05/07/2021
VALIC FINANCIAL ADVISORS, INC. (BERKELEY HEIGHTS NJ)
CO
01/18/2013 - 10/15/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NJ
06/23/2011 - 11/19/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (ISELIN NJ)
NJ
06/16/2006 - 05/31/2011
DIVERSIFIED INVESTORS SECURITIES CORP. (SOUTHHAMPTON NJ)
MO
04/04/2005 - 07/12/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
09/16/2002 - 04/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
PA
11/09/2001 - 09/04/2002
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
CT
03/10/2001 - 10/26/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
04/04/2000 - 03/16/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
12/26/1986 - 05/18/1998
BCG SECURITIES, INC. (CHERRY HILL NJ)
IA
Issued 01/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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