Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lynn Miller is a registered representative with Cambridge Investment Research Advisors, Inc., having been in the industry since September 2015. Michelle Miller is licensed to provide investment advice in Arkansas, Colorado, Illinois, Iowa, Kansas, Kentucky, Minnesota, Missouri, North Carolina, Oklahoma, South Carolina, South Dakota, Tennessee, Texas, Utah, West Virginia, and Wisconsin. In addition to Michelle Miller's Series 66, 7, and SIE licenses, Michelle Miller also holds a State Insurance License. Prior to joining Cambridge Investment Research Advisors, Inc., Michelle Miller worked at Transamerica Financial Advisors, Inc. and Bank of Quincy. Michelle Lynn Miller's other work experience includes being a Board Member and President of Cheerful Home Child Care & Early Learning Ctr, a Board Member of Quincy Area Chamber of Commerce, and a Notary Public. Michelle Miller is actively involved in the community and has a passion for helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
08/24/2022 - Present
Cambridge Investment Research Advisors, Inc. (Quincy IL)
IL
09/16/2015 - 04/14/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (QUINCY IL)
BOTH
Issued 10/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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