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 a financial advisor with over 50 years of experience in the industry. Robert Miller is currently registered with Osaic FA, Inc. in Irvine, California. Robert Miller specializes in providing financial planning, portfolio management for individuals and businesses, as well as educational seminars. Prior to joining Osaic FA, Inc., Robert Miller was employed at Lincoln Financial Advisors Corporation. Robert Miller holds the Series 7TO, Series 63, and Series 24 licenses and is a Certified Financial Planner and Chartered Financial Consultant.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
CA
12/19/1997 - Present
Osaic FA, Inc. (IRVINE CA)
IN
05/21/2002 - 06/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
10/16/1967 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 02/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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