Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Brant Miller is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. He has been in the financial services industry since 1994. Monte has a strong background in financial planning and portfolio management. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Monte specializes in providing financial advice to individuals, families, and small businesses. He is also a registered representative of Cambridge Investment Research, Inc. and has a strong understanding of the investment markets.
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
TN
04/26/2016 - Present
Cambridge Investment Research Advisors, Inc. (Knoxville TN)
TN
10/19/2007 - 04/27/2016
MML INVESTORS SERVICES, LLC (Knoxville TN)
TN
06/01/1999 - 10/05/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SEVIERVILLE TN)
MA
11/28/1994 - 06/02/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
01/25/1994 - 10/18/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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