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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gregory Miller is a financial advisor with over 27 years of experience in the industry. Richard is registered with Wells Fargo Advisors Financial Network, LLC and is licensed in 34 states and the District of Columbia. Richard has a strong background in financial planning, portfolio management, and investment consulting. Richard specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Richard is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
08/25/2016 - Present
Wells Fargo Advisors Financial Network, LLC (MARY ESTHER FL)
NY
08/23/1995 - 02/05/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2002
Series 4 - Registered Options Principal Examination
BC
Issued 06/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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