Unclaimed
Maynard Miller is a financial advisor with over 28 years of experience in the financial services industry. Maynard holds several professional designations including Certified Financial Planner and Chartered Financial Consultant. Maynard is currently registered with Park Avenue Securities LLC as an Investment Advisor Representative and Registered Representative. Maynard has previously held positions with firms such as Horace Mann Investors, Inc., MML Investors Services, LLC, Puritan Brokerage Services, Inc., First Legacy Securities, LLC, TIAA-CREF Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, and Waddell & Reed, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
10/23/2020 - Present
Park Avenue Securities LLC (NEW YORK NY)
IL
08/10/2018 - 08/25/2020
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
TX
05/24/2010 - 08/07/2018
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
01/04/2010 - 02/08/2010
PURITAN BROKERAGE SERVICES, INC. (PLANO TX)
AL
07/08/2009 - 10/30/2009
FIRST LEGACY SECURITIES, LLC (HELANA AL)
NY
12/20/2007 - 05/22/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
TX
02/01/1994 - 10/31/2007
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
KS
06/17/1993 - 12/15/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/20/1997
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/1997
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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