Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kay Miller is a financial advisor with Avantax Advisory Services. Michael has been in the industry for over 10 years and has a strong track record of success. Michael holds Series 66, Series 7 and SIE licenses. Michael has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Michael is dedicated to helping clients reach their financial goals. Michael's areas of expertise include financial planning, retirement planning, and investment management. Michael is a member of the National Association of Personal Financial Advisors. Michael is committed to providing clients with the highest level of service and integrity.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (Dallas TX)
OH
11/15/2016 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Norwalk OH)
BOTH
Issued 11/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Miller is the right advisor for you? Invested Better is here to help.
