Unclaimed
Ryan Timothy Miller is a financial advisor with Cetera Investment Advisers LLC. Ryan has been in the financial services industry since June 12, 2003. He has a Series 6, Series 7, Series 24, Series 51, and Series 63 license. Ryan has been registered with Cetera Investment Advisers LLC since June 2019. Ryan provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Ryan is also a lacrosse referee for the Genesee Valley Lacrosse Officials Association.
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
03/21/2022 - Present
Cetera Investment Advisers LLC (FAIRPORT NY)
NY
06/13/2003 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (Fairport NY)
BOTH
Issued 5/7/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/8/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 1/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 6/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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