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 at Vanderbilt Advisory Services, a firm with offices in Woodbury, NY and South Jordan, UT. Mark has been in the financial industry since 1989. Mark holds both Series 6 and Series 7 licenses, as well as the Series 24, and the Series 65 licenses. Mark has experience working with individuals, corporations, and businesses. Mark has specialized in financial planning, portfolio management for individuals and portfolio management for businesses. Mark has experience with high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Mark has been involved in the financial industry for over 30 years and has extensive experience in financial planning, portfolio management, and insurance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
01/02/2025 - Present
Vanderbilt Advisory Services (South Jordan UT)
UT
12/11/2003 - 11/23/2007
INVESTMENT MANAGEMENT CORPORATION (SO JORDAN UT)
NY
03/05/2003 - 10/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
UT
10/22/2002 - 01/21/2003
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
IN
01/06/2000 - 04/17/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/06/2000 - 04/17/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
10/01/1987 - 01/27/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/19/1985 - 10/02/1985
FIRST INVESTORS CORPORATION
IA
Issued 04/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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