Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Miller is an Investment Advisor Representative with Key Investment Services LLC. Robert has been in the financial services industry since 1985. Robert is registered with the state of Ohio. Robert is also registered as a Registered Representative with FINRA. Robert has experience with a variety of firms including UBS Financial Services Inc, Raymond James & Associates, Inc, and Morgan Keegan & Company, Inc. Robert also holds the Series 6, Series 7, Series 9, Series 10, Series 63, Series 65, Series 99TO, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/07/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
VT
10/12/2015 - 03/07/2023
UBS FINANCIAL SERVICES INC. (SOUTH BURLINGTON VT)
OH
02/13/2013 - 10/29/2015
RAYMOND JAMES & ASSOCIATES, INC. (BEACHWOOD OH)
OH
06/03/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MIAMISBURG OH)
OH
09/15/2010 - 04/01/2011
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
VA
07/01/2008 - 05/24/2010
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CO
12/13/2005 - 05/28/2008
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
OH
05/14/1999 - 12/02/2005
MCDONALD INVESTMENTS INC. (DAYTON OH)
OH
12/04/1996 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
WI
09/23/1992 - 01/27/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/23/1992 - 01/27/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
10/13/1988 - 02/28/1991
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
01/07/1986 - 09/14/1988
MONY SECURITIES CORP.
NA
02/27/1985 - 01/10/1986
CALVERT SECURITIES CORPORATION
NA
10/29/1982 - 02/12/1985
FIRST INVESTORS CORPORATION
IA
Issued 07/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2011
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 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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