Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Miller is a financial professional with over 30 years of experience in the financial services industry. Robert is a registered representative and investment advisor representative in several states including California, Florida, Illinois, Maryland, Massachusetts, Missouri, New Jersey, New York, Pennsylvania, and West Virginia. Robert is currently affiliated with Lincoln Investment and Capital Analysts, both of which are based in Pennsylvania. Robert has previously worked for other firms such as CAPITAL ANALYSTS, INCORPORATED, SIGNATOR INVESTORS, INC., LINSCO/PRIVATE LEDGER CORP., and SUN INVESTMENT SERVICES COMPANY. Robert's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert holds several industry designations, including Chartered Financial Consultant.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
06/01/2012 - Present
Lincoln Investment (Bala Cynwyd PA)
PA
02/07/2001 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WAYNE PA)
MA
12/16/1999 - 02/07/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
SC
08/01/1997 - 12/03/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
07/30/1984 - 07/31/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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