Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Miller is a financial advisor registered with CIBC Private Wealth Advisors, Inc. with over 27 years of experience in the financial services industry. Margaret is registered to provide investment advice in Arizona, Illinois, and Ohio. Prior to joining CIBC Private Wealth Advisors, Inc. in November 2017, Margaret worked at Geneva Investment Management of Chicago, LLC, GNV ADVISERS, LLC, and Atlantic Trust Investment Advisors. Margaret holds a Series 63 and Series 65 license. Margaret is also a registered representative with CIBC Private Wealth Advisors, Inc. She holds Series 7, Series 79TO and SIE licenses.
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.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
11/17/2017 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IL
07/27/2009 - 10/31/2017
GNV ADVISORS, LLC (Chicago IL)
IL
02/27/2004 - 04/10/2007
SANDLER, O'NEILL & PARTNERS, L.P. (CHICAGO IL)
NY
10/10/2000 - 02/26/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
05/03/1995 - 10/10/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 05/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Margaret Miller is the right advisor for you? Invested Better is here to help.
