Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Paul Miller is an active broker and investment advisor representative with Osaic Wealth, Inc. in Rockledge, FL. Richard has been in the industry since 1996 and has held previous positions with Securities America, Inc., Questar Capital Corporation, USALLIANZ Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Fidelity Brokerage Services, Inc. Richard is registered to provide broker services in 26 states and investment advisory services in 1 state. Richard is also a Certified Financial Planner.
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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (ROCKLEDGE FL)
FL
02/08/2019 - 06/14/2024
SECURITIES AMERICA, INC. (ROCKLEDGE FL)
FL
12/01/2006 - 02/08/2019
QUESTAR CAPITAL CORPORATION (ROCKLEDGE FL)
FL
01/09/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (ROCKLEDGE FL)
MA
02/01/2000 - 01/12/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/01/2000 - 01/12/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
RI
05/30/1996 - 01/13/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 06/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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