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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 Charles Miller is an investment advisor representative with Stonex Advisors Inc., based in Birmingham, Alabama. Robert has been in the financial services industry since May 14, 2000. Previously, Robert worked at Quest Capital Strategies, Inc. in Laguna Hills, CA. He has a broad range of experience, including working at firms such as Investors Capital Corp. and Commonwealth Equity Services, Inc. Robert is a Series 6, 7, 24, 26, 63, and 65 licensed professional. Robert specializes in providing financial consulting services, financial planning, pension consulting, and educational seminars.
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.
Financial consulting services
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.
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2
AL
12/06/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
01/08/2014 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MA
03/08/2002 - 12/31/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
10/23/2001 - 02/13/2002
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
NE
11/22/1996 - 10/02/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
02/15/1996 - 11/22/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
02/10/1995 - 02/06/1996
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
03/13/1992 - 07/28/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/29/1990 - 12/12/1991
STARTRADE SECURITIES CORP. (JERICHO NY)
NY
10/15/1986 - 11/06/1989
SCUDDER FUND DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 05/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/06/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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