Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. Miller is a financial advisor with Edward Jones in Independence, KS. Robert has been in the financial services industry since 1982 and has a strong track record of helping clients achieve their financial goals. Robert is a Certified Financial Planner and has experience in a variety of financial areas, including retirement planning, college savings, and estate planning. Robert is also a licensed securities representative and investment advisor.
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.
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.
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.
See schedule d - miscellaneous
1
2
KS
06/23/2022 - Present
Edward Jones (Independence KS)
KS
01/01/2008 - 06/21/2022
WELLS FARGO CLEARING SERVICES, LLC (INDEPENDENCE KS)
KS
08/06/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDEPENDENCE KS)
MO
09/01/1982 - 08/28/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
07/12/1982 - 03/01/1985
WADDELL & REED, INC.
BC
Issued 06/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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