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 who has been working in the industry since 1980. Michael is a registered representative with Advisory Services Network in Mequon, WI and Atlanta, GA. Michael also holds a Series 65 license, as well as Series 4 and 24. Previously, Michael has worked for Cedar Creek Securities, Inc., Miller Financial Corp., Dain, Bosworth Incorporated, Robert W. Baird & Co. Incorporated and FPC Securities Corporation. Michael has a CPA license, and has a real estate brokers license in Wisconsin. Michael provides financial planning, selection of other advisors, and portfolio management for individuals.
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.
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2
WI
06/28/2018 - Present
Advisory Services Network (Mequon WI)
WI
06/18/2009 - 04/17/2014
CEDAR CREEK SECURITIES, INC. (MILWAUKEE WI)
WI
08/18/1983 - 08/17/2009
MILLER FINANCIAL CORP. (MEQUON WI)
NA
06/09/1982 - 08/26/1983
DAIN, BOSWORTH INCORPORATED
NA
11/28/1981 - 06/16/1982
ROBERT W. BAIRD & CO. INCORPORATED
NA
03/06/1980 - 11/06/1981
FPC SECURITIES CORPORATION
IA
Issued 10/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1984
Series 4 - Registered Options Principal Examination
BC
Issued 04/18/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1980
Series 1 - Registered Representative Examination
Active
Inactive
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