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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina O'dell Miller is a financial advisor currently registered with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona. Kristina specializes in providing financial planning, pension consulting, and educational seminars, among other services. She is experienced in providing portfolio management for both individuals and businesses. Kristina has held previous positions with SagePoint Financial, Inc., Raymond James & Associates, Inc., Triad Advisors, Inc., and Raymond James Financial Services, Inc., spanning over a decade of experience in the industry.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
03/27/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
FL
01/15/2009 - 04/06/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/02/2008 - 12/15/2008
TRIAD ADVISORS, INC. (HEATHROW FL)
FL
09/30/2008 - 10/02/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (HEATHROW FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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