Unclaimed
Robert Miller is a financial advisor with Cetera Investment Advisers LLC and has over 12 years of experience in the financial industry. He is licensed in several states, including Pennsylvania, Maryland, Virginia, and Florida. Robert's areas of expertise include financial planning, investment management, and retirement planning. He has worked with a variety of clients, including individuals, families, and small businesses. Prior to joining Cetera Investment Advisers LLC, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds Series 66, 7, and SIE licenses. Robert is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (HANOVER PA)
PA
05/09/2011 - 07/31/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
BOTH
Issued 6/1/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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