Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maurice? Claim Your ProfileMaurice Miller is a financial advisor with over 17 years of experience in the financial services industry. Maurice has a strong background in providing financial planning, portfolio management, and consulting services to individuals and businesses. Maurice is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®. Maurice is currently registered with LPL Enterprise, LLC. In addition to working with LPL Enterprise, LLC, Maurice is the owner of The Miller's Wealth Management, LLC and The Legacy Consulting Group LLC. Prior to joining LPL Enterprise, LLC, Maurice was affiliated with Prudential Financial, MassMutual Life Insurance Company, and MML Investors Services, LLC. Maurice has a strong track record of success in helping clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
KY
11/14/2024 - Present
LPL Enterprise, LLC (LOUISVILLE KY)
MI
06/28/2017 - 06/28/2023
MML INVESTORS SERVICES, LLC (Southfield MI)
MI
04/13/2015 - 05/30/2017
LPL FINANCIAL LLC (SOUTHFIELD MI)
MI
01/05/2011 - 04/15/2015
CITIZENS SECURITIES, INC. (DETROIT MI)
MI
11/13/2009 - 12/21/2010
PNC INVESTMENTS (CANTON MI)
MI
08/28/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (CANTON MI)
BOTH
Issued 11/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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