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Liebe Ostrow Miller

Signature Financial Advisors

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About Liebe Ostrow Miller

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.

Firm Information

Liebe Miller is currently registered with Signature Financial Advisors. Signature Financial Advisors is an independent financial advisory firm with three licensed agents, serving clients across the country. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Signature Financial Advisors has $60,672,356 in regulatory assets under management and serves 198 clients, including high-net-worth individuals and individuals other than high-net-worth.

$60.67M

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Liebe Miller’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Liebe Ostrow Miller.
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