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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 Edward Miller is a financial advisor at Morgan Stanley in Lake Oswego, Oregon. Robert has been in the industry since 2007 and holds several licenses and certifications, including Series 3, 7, 9, 10, 65, and 66. Robert previously worked at Northern Trust Securities, Inc. and Morgan Stanley Smith Barney. Robert's areas of specialization include investment advisory, financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
05/25/2018 - Present
Morgan Stanley (Lake Oswego OR)
WA
04/13/2012 - 05/02/2014
NORTHERN TRUST SECURITIES, INC. (SEATTLE WA)
WA
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (SEATTLE WA)
WA
11/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
IA
Issued 06/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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