Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew A. Miller is a financial advisor with over 20 years of experience in the industry. Currently, Matthew is a Registered Representative at MML Investors Services, LLC. Matthew has held previous roles at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Matthew holds licenses in multiple states and has achieved numerous industry designations. Matthew’s primary focus is on providing financial planning, investment management and retirement planning services for individuals and families, businesses 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
SC
09/25/2019 - Present
MML Investors Services, LLC (GREENVILLE SC)
SC
01/19/2001 - 03/02/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENVILLE SC)
WI
02/14/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 04/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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