Unclaimed
Michael Miller is an investment advisor representative with J.P. Morgan Securities LLC. Michael has been in the financial services industry for over 20 years. He is a Registered Representative (Series 7) and a Registered Investment Advisor (Series 65). Michael has extensive experience working with individuals and families to develop comprehensive financial plans. He also provides investment advice and portfolio management services to individuals, businesses, and institutions. Michael has a deep understanding of the financial markets and is committed to providing his clients with personalized, high-quality service.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TN
11/13/2020 - Present
J.p. Morgan Securities LLC (Nashville TN)
TN
06/21/2018 - 10/06/2020
U.S. BANCORP INVESTMENTS, INC. (BRENTWOOD TN)
TN
03/28/2008 - 06/06/2018
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
08/14/2000 - 04/14/2008
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
NY
09/14/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MO
12/04/1998 - 07/30/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 03/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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