linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Michael Miller

W & S Brokerage Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Michael Miller

Robert Miller is a financial professional with over 15 years of experience in the financial industry. Robert currently works at W&S Brokerage Services, Inc., where he has been since October 2022. Robert's previous experience includes positions at MML Investors Services, Inc. and American General Securities Incorporated. Robert holds the Series 6, Series 63, Series 6TO, and SIE licenses. Robert is registered to provide securities services in Arizona and California. Robert specializes in providing financial advice to individuals.

Firm Information

Robert Miller is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Miller’s Registration & Firm History

CA

10/17/2022 - Present

W&S Brokerage Services, Inc. (San Diego CA)

CA

03/27/2006 - 07/24/2006

MML INVESTORS SERVICES, INC. (LA JOLLA CA)

AZ

05/25/2001 - 07/15/2002

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

Not sure if Robert Michael Miller is right for you?

Licenses & Designations

BC

Issued 11/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/09/2022

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Michael Miller.
Not sure if Robert Michael Miller is right for you?