Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Allen Miller is a financial advisor with over 20 years of experience in the industry. Marc is a registered representative with Raymond James Financial Services Advisors, Inc. Marc holds both Series 66 and Series 63 licenses as well as SIE and Series 7 registrations. Marc has held previous positions with MORGAN KEEGAN & COMPANY, INC. and EDWARD JONES. Marc has specializations in all six types of securities. Marc is also currently affiliated with M&M Wealth Advisors, a support company not related to investment advising.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
09/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (Lakewood Ranch FL)
FL
10/17/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
FL
06/05/2002 - 11/07/2008
EDWARD JONES (PORT CHARLOTTE FL)
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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