Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gregory Miller is a financial professional with over 40 years of experience in the financial services industry. Michael holds Series 63, Series 65, and Series 7 licenses and is a Chartered Financial Consultant. He is registered with Osaic Wealth, Inc. and Michael G. Miller & Associates, LLC. Michael primarily provides financial planning services and offers investment advisory and insurance products. His practice focuses on serving individuals, businesses, and charitable organizations. He provides a range of financial services including financial planning, investment management, and insurance planning.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (WILLOUGHBY OH)
OH
08/31/1990 - 11/02/2018
SIGNATOR INVESTORS, INC. (WILLOUGHBY OH)
MA
08/31/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
07/01/1986 - 08/23/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/01/1986 - 08/23/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
05/08/1980 - 07/08/1986
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
05/08/1980 - 07/07/1986
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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