Unclaimed
Ronald Miller is a financial advisor with Cetera Investment Advisers LLC, located in Bloomfield Hills, Michigan. Ronald has been in the financial services industry since 2014. Ronald holds Series 6, 7, 63, and 66 licenses, along with the SIE exam. Ronald is also a Certified Financial Planner. Ronald has experience working at a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC and Chase Investment Services Corp. Ronald specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
1
2
MI
12/16/2024 - Present
Cetera Investment Advisers LLC (BLOOMFIELD HILLS MI)
MI
04/18/2023 - 02/01/2024
OSAIC INSTITUTIONS, INC. (TROY MI)
MI
09/28/2018 - 04/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GROSSE POINTE WOODS MI)
MI
04/29/2016 - 09/13/2018
J.P. MORGAN SECURITIES LLC (HUNTINGTON WOODS MI)
MI
09/15/2006 - 09/12/2007
CHASE INVESTMENT SERVICES CORP. (SAGINAW MI)
NA
10/17/1991 - 12/24/1992
FIRST OF MICHIGAN CORPORATION
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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