Unclaimed
Michael John Miller is a financial advisor with GWN Securities Inc., a firm based in Palm Beach Gardens, Florida. Michael has been in the industry since March 1991 and is registered with the state of Texas as a broker-dealer and investment advisor. Michael has a wide range of certifications, including the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Michael is also a Certified Financial Planner.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
TX
01/18/2005 - Present
GWN Securities Inc. (AMARILLO TX)
IL
07/21/2000 - 12/31/2004
PMG SECURITIES CORPORATION (ELGIN IL)
TX
02/03/1999 - 07/21/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/25/1991 - 07/21/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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