Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Joseph Miller is an investment advisor representative with Sanctuary Advisors, LLC. Kevin has been in the financial services industry since 2000. Kevin has Series 7, 24, 66, 82TO, 99TO, and SIE licenses. Kevin previously worked with Carson Group Brokerage, LLC, Securities America, Inc., and Brecek & Young Advisors, Inc. Kevin has been a licensed investment advisor in Indiana, Nebraska, and Wisconsin.
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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2
WI
11/02/2023 - Present
Sanctuary Advisors, LLC (PEWAUKEE WI)
NE
01/25/2021 - 04/19/2023
CARSON GROUP BROKERAGE, LLC (OMAHA NE)
NE
05/24/2000 - 08/17/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
02/19/2009 - 07/06/2010
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
BOTH
Issued 08/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/27/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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