Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Slade Miller is a financial advisor with over 20 years of experience in the financial services industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. in Arlington Heights, Illinois. Robert has been with Cambridge Investment Research Advisors, Inc. since 2008. Prior to joining Cambridge, Robert was employed by OAKBROOK FINANCIAL GROUP, LLC, MACKEN SECURITIES, INC., and QA3 FINANCIAL CORP.. Robert has a Series 66, Series 7, and SIE license. Robert is also a Senior Lecturer at Northwestern University. Robert has a strong track record of providing personalized financial advice to individuals and families. Robert specializes in financial planning, portfolio management, and investment advisory services. Robert is committed to helping clients 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
01/16/2008 - Present
Cambridge Investment Research Advisors, Inc. (Arlington Heights IL)
IL
07/30/2003 - 12/31/2007
OAKBROOK FINANCIAL GROUP, LLC (CHICAGO IL)
CA
05/08/2000 - 07/05/2001
MACKEN SECURITIES, INC. (ROSEVILLE CA)
NE
10/21/1999 - 02/25/2000
QA3 FINANCIAL CORP. (OMAHA NE)
BOTH
Issued 10/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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