Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allan Miller is an investment advisor representative and insurance agent registered with Ameritas Advisory Services, LLC. Robert has been in the financial services industry since 2012. Robert holds the Series 6, 7, 63, and 65 licenses and the SIE designation. Robert provides financial planning, portfolio management for individuals and businesses, and educational seminars. Robert also offers pension consulting and selection of other advisors. Robert has been with Ameritas Advisory Services, LLC since 2021. Robert was previously registered with Wells Fargo Advisors, LLC and worked for Wells Fargo Bank, NA.
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.
Solicitor fees
1
2
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (Lincoln NE)
NE
09/18/2012 - 10/16/2015
WELLS FARGO ADVISORS, LLC (LINCOLN NE)
IA
Issued 12/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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