Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Miller is a financial advisor with over 25 years of experience in the industry. He currently works for Lincoln Investment, a firm with a strong commitment to providing personalized financial advice to individuals and families. Roger holds Series 63, 66 and 7 licenses as well as the SIE. Roger has a diverse background having worked with several firms throughout his career including Legend Equities Corporation, Chase Investment Services Corp and BANC One Securities Corporation. Roger is committed to helping clients reach their financial goals and he offers a range of services including financial planning, portfolio management, and retirement planning. Roger's experience and expertise can help clients navigate the complexities of the financial markets and make informed decisions about their money.
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.
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.
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2
OH
07/19/2017 - Present
Lincoln Investment (INDEPENDENCE OH)
OH
03/25/2013 - 01/03/2017
LEGEND EQUITIES CORPORATION (INDEPENDENCE OH)
OH
07/06/2005 - 06/03/2011
CHASE INVESTMENT SERVICES CORP. (BARBERTON OH)
IL
11/22/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
09/12/1994 - 12/06/2002
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 05/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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