Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Laurence Miller is an investment advisor representative registered with Equitable Advisors, LLC. Paul has been in the financial services industry for 25 years and is licensed in 13 states. Paul has a diverse background with prior experience in investment advisory roles, including with Purshe Kaplan Sterling Investments, PTS Brokerage, LLC, and Investment Professionals, Inc. Paul holds Series 7, 52, 63, 65, SIE and 99TO licenses.
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.
A percentage of the total value of assets under management is charged.
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2
DE
01/05/2023 - Present
Equitable Advisors, LLC (WILMINGTON DE)
PA
07/31/2020 - 10/03/2022
PURSHE KAPLAN STERLING INVESTMENTS (Doylestown PA)
PA
06/25/2018 - 06/30/2020
PTS BROKERAGE, LLC (Yardley PA)
PA
02/19/2016 - 06/19/2018
INVESTMENT PROFESSIONALS, INC. (Doylestown PA)
PA
05/06/2015 - 02/19/2016
EAGLEVIEW SECURITIES, INC (DOYLESTOWN PA)
DE
02/13/2013 - 04/29/2015
COASTAL EQUITIES, INC. (WILMINGTON DE)
TX
01/12/2011 - 12/31/2011
SUNBELT SECURITIES, INC. (HOUSTON TX)
DE
11/02/2009 - 12/31/2010
EVOLVE SECURITIES, INC. (WILMINGTON DE)
DE
06/29/2007 - 11/02/2009
ING FINANCIAL PARTNERS, INC. (WILMINGTON DE)
PA
09/25/1998 - 07/03/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (YARDLEY PA)
IA
Issued 05/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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