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 Osaic Wealth, Inc. Kevin has been in the financial services industry for over 23 years. Kevin has a strong background in financial planning and investment management. Kevin is also a Certified Financial Planner. Kevin works with a wide range of clients, including individuals, families, and businesses. Kevin 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.
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MI
06/14/2024 - Present
Osaic Wealth, Inc. (LANSING MI)
MI
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LANSING MI)
MI
10/13/2008 - 07/17/2020
INVESTACORP, INC. (LANSING MI)
NY
03/31/2006 - 10/10/2008
FURTHER LANE SECURITIES, L.P. (NEW YORK NY)
MI
06/12/2002 - 03/29/2006
CAMBRIDGE GROUP INVESTMENTS, LTD. (LANSING MI)
NY
10/04/1999 - 12/19/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
08/18/1999 - 09/15/1999
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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