Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Miller is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Michael has been in the financial services industry since 1980. Michael's areas of expertise include retirement planning, college savings, and investment management. Michael is committed to helping his clients achieve their financial goals. Michael has held previous positions at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, E. F. HUTTON & COMPANY INC, and ANDERSON & STRUDWICK, INCORPORATED. Michael has a strong track record of success in the financial services industry and is dedicated to providing his clients with the highest level of service.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
07/31/2009 - Present
Cambridge Investment Research Advisors, Inc. (Charlottesville VA)
VA
01/01/2008 - 08/03/2009
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
VA
11/15/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHARLOTTESVILLE VA)
NY
07/02/1985 - 11/18/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/18/1984 - 07/15/1985
E. F. HUTTON & COMPANY INC
NA
04/24/1980 - 06/15/1984
ANDERSON & STRUDWICK, INCORPORATED
BC
Issued 05/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2007
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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