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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Aaron Miller is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Missionsquare Retirement and has previously been registered with Bathgate Capital Partners LLC, Paulson Investment Company, Inc. and A. G. Edwards & Sons, Inc. Mark holds Series 66, Series 7 and Series 65 licenses. Mark works with individuals, businesses and institutions to create and manage investment portfolios. Mark also provides financial planning and other related services. Mark has a strong commitment to providing clients with personalized service and helping them achieve their financial goals. Mark's current firm, Missionsquare Retirement, is a large firm with over $6 billion in assets under management. The firm offers a wide range of investment services and caters to a variety of clients, including high-net-worth individuals and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
11/21/2018 - Present
Missionsquare Retirement (WASHINGTON DC)
WA
01/05/2007 - 08/25/2008
BATHGATE CAPITAL PARTNERS LLC (SPOKANE WA)
OR
04/19/2005 - 12/31/2006
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
MO
03/26/2001 - 03/07/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/03/2000 - 03/26/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
IA
Issued 11/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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