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 30 years of experience in the industry. He has held several registrations across numerous states, including Illinois, New Hampshire, and Tennessee, and is currently affiliated with LPL Financial LLC. Robert has a broad range of experience, having worked with Dean Witter Reynolds Inc., R. G. Dickinson & Co., and American Investment Services, Inc., in the past. His expertise encompasses various financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. He provides a wide range of services to his clients and specializes in a variety of investment strategies.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
01/05/2013 - Present
LPL Financial LLC (PEORIA IL)
NY
09/10/1991 - 09/08/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
07/03/1989 - 09/24/1991
R. G. DICKINSON & CO. (DES MOINES IA)
NA
04/19/1988 - 12/13/1988
AMERICAN INVESTMENT SERVICES, INC.
IA
Issued 12/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1988
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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