Unclaimed
Peter Clair Miller is an investment advisor representative registered with Invesco Advisers, Inc. Peter has been working in the financial services industry since October 2010. Peter holds the Series 3, 7, 24, and 66 securities licenses. Peter also holds the Chartered Financial Analyst designation. Peter has prior experience with PIMCO INVESTMENTS LLC and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC. Peter is currently registered with Invesco Advisers, Inc. in Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
04/26/2018 - Present
Invesco Advisers, Inc. (Boston MA)
NY
02/14/2011 - 03/23/2018
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
10/04/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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