Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laif? Claim Your ProfileLaif Miller is a financial advisor with Mariner Wealth. Laif has been in the financial services industry for over 20 years and has a strong track record of helping clients achieve their financial goals. Laif is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Ohio. Laif is committed to providing clients with personalized financial advice and guidance.
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.
Family office services
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
OH
08/15/2022 - Present
Mariner Wealth (West Chester OH)
OH
05/13/2021 - 06/28/2022
KALOS CAPITAL, INC. (Dayton OH)
OH
09/11/2020 - 04/28/2021
PRUCO SECURITIES, LLC. (CINCINNATI OH)
OH
08/20/2019 - 03/27/2020
VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)
OH
05/15/2000 - 04/23/2019
FIDELITY BROKERAGE SERVICES LLC (BEAVERCREEK OH)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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