Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Randall Miller is an active Registered Representative and Investment Adviser Representative in North Carolina. Nathan is registered with MML Investors Services, LLC and is located at 6451 Morehead Rd, in Harrisburg, NC. Nathan has held several positions with other firms, including Edward Jones, W&S Brokerage Services, INC., and PNC INVESTMENTS. Nathan is a Series 6, 7, 63 and 65 licensed advisor with over 9 years of experience in the financial services industry. Nathan's areas of specialization include mutual funds, variable annuities, life insurance, and retirement planning.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
06/03/2024 - Present
MML Investors Services, LLC (Harrisburg NC)
NC
02/27/2023 - 05/10/2024
EDWARD JONES (WESLEY CHAPEL NC)
NC
04/25/2019 - 01/10/2023
W&S BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
12/03/2015 - 08/20/2018
PNC INVESTMENTS (CHARLOTTE NC)
OH
02/22/2014 - 11/05/2015
W&S BROKERAGE SERVICES, INC. (LANCASTER OH)
IA
Issued 03/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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