Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Miller is a registered investment advisor representative with Truist Advisory Services, Inc. with more than 11 years of experience in the financial services industry. Michael Miller has a Series 7, Series 66 and SIE securities licenses. Michael Miller also holds a Series 7TO securities license. Michael Miller works with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans and other clients. Michael Miller works with clients to provide investment advice, financial planning, portfolio management, and other financial services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
06/13/2022 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
01/05/2022 - 06/08/2022
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
FL
01/14/2020 - 10/21/2021
TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
05/03/2011 - 12/06/2013
LPL FINANCIAL LLC (LARGO FL)
FL
06/14/2005 - 03/28/2011
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
BOTH
Issued 03/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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