Unclaimed
Liebe Ostrow Miller is a registered Investment Advisor Representative with Signature Financial Advisors. Liebe has been in the financial services industry since 1986. Liebe is also the founder of Senior Care Advisors of Texas, offering consultation and referral services to seniors and their adult children. Liebe has a long history of experience in the financial services industry. Liebe holds a Series 7 and 66 license and specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Liebe is located in Houston, Texas.
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.
1
2
TX
10/11/2016 - Present
Signature Financial Advisors (HOUSTON TX)
TX
01/03/2001 - 12/09/2016
H. BECK, INC. (HOUSTON TX)
MA
03/01/1996 - 12/31/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
10/07/1992 - 09/27/1996
MANEQUITY, INC. (BOSTON MA)
NA
05/22/1986 - 03/01/1996
G. R. PHELPS & CO., INC.
BOTH
Issued 07/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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