Unclaimed
Russell F Miller is an investment advisor representative with Cetera Investment Advisers LLC. Russell has been in the securities industry since February 2007 and has been registered with the state of New York as an investment advisor representative since August 2023. Russell is also registered with the state of Texas as an investment advisor representative. Previously, Russell was an agent/broker with Allied Wealth Partners and was registered with the state of New York as a broker. Russell has a Series 65, Series 63, Series 24, Series 7, and SIE exam license. Russell's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NY
08/06/2024 - Present
Cetera Investment Advisers LLC (UNIONDALE NY)
NY
01/14/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (UNIONDALE NY)
NY
02/02/2007 - 01/22/2014
NEW ENGLAND SECURITIES (UNIONDALE NY)
IA
Issued 12/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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