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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brian Miller is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm that has been in business since 1983. Robert has been a registered representative since 1996 and has held both principal and advisory roles in the financial industry. Robert is also a Certified Financial Planner and a Chartered Financial Consultant. Miller's specialization includes providing financial advice to both businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
09/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (INDIANAPOLIS IN)
MN
06/03/1998 - 02/23/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
04/29/1997 - 07/29/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MN
10/29/1996 - 11/19/1996
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 04/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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