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 at Kestra Advisory Services, LLC. Robert has been in the financial industry since 1984 and has experience in providing investment advisory services. Robert is registered with the state of Illinois and Texas. Robert is also registered with FINRA and the Securities Industry Essentials Examination (SIE).
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.
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2
IL
07/27/2023 - Present
Kestra Advisory Services, LLC (Peoria IL)
IL
04/29/2010 - 08/25/2017
WFG INVESTMENTS, INC. (PEORIA IL)
IL
06/01/2009 - 05/05/2010
MORGAN STANLEY SMITH BARNEY (PEORIA IL)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PEORIA IL)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/06/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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