Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Edward Miller is a financial professional with over 20 years of experience in the financial services industry. Roland currently works with TIAA-CREF Individual & Institutional Services, LLC as a Registered Representative. Prior to that, Roland worked with Horace Mann Investors, Inc., TIAA-CREF Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Roland is licensed in Texas and California and specializes in portfolio management for individuals, financial planning, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
12/01/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
IL
06/11/2018 - 12/05/2019
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
NC
03/12/2007 - 05/23/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NH
12/18/1998 - 11/27/2006
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
04/09/1998 - 06/09/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/09/1998 - 06/09/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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