Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Miller is a financial professional with over 10 years of experience in the financial services industry. Kurt Miller is currently registered with Wells Fargo Clearing Services, LLC in Delaware, Pennsylvania and Texas. Before joining Wells Fargo Clearing Services, LLC, Kurt Miller worked at PNC INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kurt Miller is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 66, 7 and SIE licenses. Kurt Miller has a proven track record of providing financial advice and investment management services to individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DE
06/13/2016 - Present
Wells Fargo Clearing Services, LLC (NEWARK DE)
PA
05/28/2014 - 03/16/2016
PNC INVESTMENTS (GLEN MILLS PA)
PA
10/29/2012 - 12/11/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDIA PA)
BOTH
Issued 11/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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