Unclaimed
Randy Miller is a financial advisor who has been in the industry since 2004. Randy is a Certified Financial Planner and is registered with Larson Financial Group, LLC. Randy has experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Randy also has experience working with pension and profit-sharing plans. Randy provides financial planning, portfolio management for individuals, selection of other advisors, and pension consulting. Randy has passed the Series 7, 10, 9, 24, 27, 53, 14, 99TO, and SIE exams, as well as the Uniform Combined State Law Examination. Randy is registered with the state of Illinois.
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.
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
MO
01/03/2011 - Present
Larson Financial Group, LLC (SAINT LOUIS MO)
MO
02/14/2007 - 08/02/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (ST. LOUIS MO)
MO
06/17/2004 - 10/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MN
06/17/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/27/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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