Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Laurence Miller is a financial advisor with Steward Partners Investment Advisory, LLC, located in Lake Oswego, OR. Peter has over 30 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission (SEC) since 1993. Peter is a licensed broker-dealer and investment advisor representative, holding both Series 63 and 65 licenses. Peter has a strong background in portfolio management for both individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
OR
07/31/2023 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
OR
05/16/2008 - 07/31/2023
COMMONWEALTH FINANCIAL NETWORK (LAKE OSWEGO OR)
OR
07/21/1995 - 06/05/2008
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NJ
10/21/1993 - 08/07/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 1/2/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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