Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harrison Miller is an active Investment Advisor Representative associated with Buckingham Strategic Partners, LLC, based in St. Louis, Missouri. Matthew has been in the industry since September 25, 2007 and has been registered with the firm since September 14, 2022. Matthew holds several securities licenses, including Series 7, 63, 65, 66, and 24.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
09/14/2022 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
TX
12/12/2005 - 06/04/2014
DFA SECURITIES LLC (AUSTIN TX)
BC
Issued 06/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/17/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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