Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Miller is a financial advisor who has been working in the industry since 1994. Mark is currently registered with Commonwealth Financial Network. Mark has previously worked with RBC Capital Markets, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark holds a Series 7, Series 31, and Series 63 licenses. Mark specializes in portfolio management for individuals, businesses, and charitable organizations. Mark also provides financial planning services and educational seminars. Mark's primary focus is on helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
12/12/2016 - Present
Commonwealth Financial Network (BOISE ID)
ID
03/21/2003 - 12/22/2016
RBC CAPITAL MARKETS, LLC (EAGLE ID)
NY
06/19/1998 - 03/25/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
01/20/1994 - 07/13/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 04/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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