Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Miller is a financial advisor with over 20 years of experience in the financial services industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a registered representative of Valmark Securities, Inc., an investment advisor representative of Valmark Advisers, Inc., and an agent of Executive Insurance Agency. Mark is also a 17% owner of Focus ON Success, LLC, and provides financial planning and investment advisory services to clients. Mark has been registered with the Securities and Exchange Commission (SEC) since 2000 and is currently licensed in 22 states. Mark's areas of expertise include financial planning, investment management, retirement planning, and insurance. Mark is committed to providing his clients with personalized financial advice and strategies to help them 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.
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.
Consulting
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
KY
01/27/2010 - Present
Valmark Advisers, Inc. (FORT MITCHELL KY)
IN
11/13/2000 - 12/12/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/13/2000 - 12/12/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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