Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Curtis Miller has been in the financial services industry since 1991. Ralph is currently registered with Cuso Financial Services, LP as a Registered Representative and Investment Adviser Representative. Ralph is also registered with the state of North Carolina as both a Broker-Dealer and Investment Adviser Representative. Ralph has been with Cuso Financial Services, LP since 2007. Prior to that, Ralph worked for a number of other firms including SunTrust Investment Services, Inc., NCF Financial Services, Inc., Invest Financial Corporation, Salomon Smith Barney Inc., and Lehman Brothers Inc. Ralph has a strong background in financial planning, portfolio management, and pension consulting. Ralph is committed to providing his clients with personalized financial advice and guidance.
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
NC
09/20/2007 - Present
Cuso Financial Services, LP (WINSTON-SALEM NC)
NC
01/03/2005 - 10/03/2007
SUNTRUST INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
05/09/2000 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
07/31/1993 - 05/08/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/02/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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