Unclaimed
Nicholas Miller is a financial professional registered with Bankers Life Advisory Services, Inc. Nicholas has been in the industry since June 15, 2017. Nicholas is registered in the state of Oklahoma as an Investment Advisor Representative, in the state of Kansas and Oklahoma as a Registered Representative. Nicholas is a Series 6, Series 63, Series 65 and SIE licensed representative. Nicholas specializes in providing financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
OK
11/20/2020 - Present
Bankers Life Advisory Services, Inc. (Tulsa OK)
IA
Issued 11/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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