Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Terry Miller is a financial advisor in Ann Arbor, Michigan. Michael has been in the industry since 1989 and is currently registered with SPC. Prior to that, Michael was registered with MML Investors Services, Inc., North American Financial Group, Inc., Vestax Securities Corporation, Fortis Investors, Inc., MML Investors Services, Inc., CIGNA Securities, Inc., Planvest Capital Corporation and Pilot Financial Services, Inc. Michael has a Series 63, Series 65, Series 24, SIE, Series 7, and Series 22 license and is also a Certified Financial Planner and a Chartered Financial Consultant. Michael offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Michael is licensed to sell life, health, fixed annuities and equity indexed annuities.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/20/2010 - Present
SPC (ANN ARBOR MI)
MI
02/06/2002 - 08/07/2006
MML INVESTORS SERVICES, INC. (FARMINGTON HILLS MI)
MI
07/14/1997 - 03/06/1998
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
OH
03/31/1997 - 06/20/1997
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
04/22/1996 - 12/31/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
02/08/1989 - 10/13/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
03/30/1987 - 10/29/1988
CIGNA SECURITIES, INC. (RADNOR PA)
NA
09/12/1986 - 01/23/1987
PLANVEST CAPITAL CORPORATION
NA
10/04/1984 - 09/05/1986
PILOT FINANCIAL SERVICES, INC.
BC
Issued 03/30/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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