Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miller? Claim Your ProfileMiller Kreider is a registered Investment Advisor Representative in the state of Alabama. Miller Kreider has worked in the securities industry since 2008 and has a Series 7, Series 55, Series 63 and Series 65. Miller Kreider is currently employed by 1919 Investment Counsel, LLC which is an SEC registered investment advisor based in Baltimore, MD. 1919 Investment Counsel, LLC manages over $21 billion in assets across over 5,000 accounts. They provide financial planning, portfolio management, and family office services.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office 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.
Asset-based fees for nondiscretionary model advice
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2
AL
09/23/2015 - Present
1919 Investment Counsel, LLC (BIRMINGHAM AL)
AL
07/08/2015 - 09/22/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BIRMINGHAM AL)
AL
06/28/2011 - 09/22/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NY
07/17/2008 - 07/13/2009
TRILLIUM TRADING LLC (NEW YORK NY)
IA
Issued 09/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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