Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin J. Miller is an Investment Advisor Representative at Performance Trust Asset Management, LLC, a Registered Investment Advisor. Kevin has been in the securities industry since August 9, 2014. Kevin has a Series 66 license, as well as Series 7 and SIE licenses. Performance Trust Asset Management, LLC's main office is located in Chicago, IL. The firm provides investment advisory services, portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/13/2018 - Present
PT Asset Management, LLC (CHICAGO IL)
MI
05/07/2018 - 11/01/2018
EDWARD JONES (GRAND RAPIDS MI)
IL
03/02/2015 - 05/02/2018
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
07/17/2014 - 02/20/2015
ELKHORN SECURITIES, LLC (WHEATON IL)
BOTH
Issued 08/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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