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Kurtis Paul Miller

Cetera Investment Services LLC

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About Kurtis Paul Miller

Kurtis Miller is a financial advisor with Cetera Investment Services LLC. Kurtis has been a registered representative for 180 days. Kurtis holds Series 7TO, SIE, and Series 63 licenses. Kurtis is registered in Indiana and Ohio.

Firm Information

Kurtis Miller is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kurtis Miller’s Registration & Firm History

OH

07/16/2024 - Present

Cetera Investment Services LLC (UPPER SANDUSKY OH)

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Licenses & Designations

BC

Issued 07/26/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurtis Paul Miller.
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