Unclaimed
Kyle Miller is a financial advisor with J.P. Morgan Securities LLC. Kyle has been in the industry since 2011 and has a Series 7, Series 63, and Series 65 licenses. Kyle is registered with FINRA and has been approved to offer securities products in multiple states. Kyle is experienced in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kyle is also a registered Investment Advisor Representative with J.P. Morgan Securities LLC.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/03/2017 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
08/27/2012 - 05/12/2017
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
08/18/2011 - 06/15/2012
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
IA
Issued 11/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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