Unclaimed
Lincoln G. Miller is an investment advisor representative at MML Investors Services, LLC, with over 12 years of experience in the financial services industry. Lincoln's previous experience includes roles at MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Lincoln is licensed to offer investment advice in North Carolina. Lincoln holds the Series 6, Series 63, Series 65, and SIE licenses. Lincoln has expertise in portfolio management for individuals and businesses. Lincoln provides services such as financial planning, pension consulting, and asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
03/22/2018 - Present
MML Investors Services, LLC (SALISBURY NC)
NC
03/16/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Winston Salem NC)
NC
03/16/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAMPTONVILLE NC)
IA
Issued 03/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lincoln Miller is the right advisor for you? Invested Better is here to help.