Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Miller is an investment advisor representative with over 40 years of experience in the financial services industry. Louis is currently registered with Osaic Wealth, Inc. in Illinois. Louis has previously worked for Woodbury Financial Services, Inc., Washington Square Securities, Inc. and John Hancock Distributors, Inc., where he served a variety of roles. Louis provides a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Louis also provides educational seminars and helps clients select other advisors. Louis is committed to providing his clients with the highest level of service and expertise.
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.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (LEMONT IL)
IL
07/26/2001 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LEMONT IL)
CT
01/11/1995 - 08/01/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
09/07/1977 - 02/06/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/07/1977 - 02/06/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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