Unclaimed
Mark Norman Miller is a financial advisor with over 40 years of experience in the industry. Mark Miller is registered with LPL Financial LLC and holds licenses in Alabama, Minnesota, and Texas. Mark Miller is a Certified Financial Planner and offers a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Mark Norman Miller is also involved in a variety of other businesses, including real estate, legal services, and speaking engagements. Prior to joining LPL Financial LLC, Mark Miller worked at PFS INVESTMENTS INC.
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.
Consulting and other non-discretionary advisory services
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
MN
04/26/2011 - Present
LPL Financial LLC (WHITE BEAR LAKE MN)
MN
06/24/1983 - 02/10/2010
PFS INVESTMENTS INC. (SAINT PAUL MN)
IA
Issued 04/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/04/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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