Unclaimed
Paul Edward Miller is an Investment Advisor Representative with Commonwealth Financial Network. Paul has over 30 years of experience in the financial industry and is a Certified Financial Planner. Paul is registered with the state of Ohio and has a Series 63, Series 65, Series 7, and Series 31 license. Paul is passionate about helping his clients achieve their financial goals. He has a strong understanding of investment strategies and can help clients create a personalized plan that meets their individual needs. Paul is committed to providing his clients with the highest level of service and expertise.
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.
1
2
OH
10/21/2016 - Present
Commonwealth Financial Network (Medina OH)
OH
09/26/2008 - 10/25/2016
RAYMOND JAMES & ASSOCIATES, INC. (WESTLAKE OH)
OH
01/01/2008 - 10/02/2008
WACHOVIA SECURITIES, LLC (MEDINA OH)
OH
05/21/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEDINA OH)
NJ
01/28/1995 - 06/11/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/25/1987 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 08/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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