Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Emerson Miller is a financial advisor with Fidelity Personal And Workplace Advisors, based in Boston, MA. Marc is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since February 27, 2003. Marc is registered in 26 states, as well as with FINRA. Marc is a Series 7 and Series 66 licensed representative. His specialties include financial planning, portfolio management for individuals and businesses, and education seminars.
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.
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
MA
07/23/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OH
09/10/2010 - 11/09/2011
KEY INVESTMENT SERVICES LLC (BRECKSVILLE OH)
OH
01/17/2003 - 08/11/2010
AMERIPRISE FINANCIAL SERVICES, INC. (AKRON OH)
MI
07/21/2009 - 10/14/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
MN
01/17/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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