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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Everritt Miller is a financial advisor with Seia, an independent registered investment advisor with over 14 billion dollars in assets under management. Samuel has over 20 years of experience in the financial services industry. Samuel specializes in providing financial planning, portfolio management, and educational seminars to high-net-worth individuals, corporations, and charitable organizations. Samuel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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2
CA
05/16/2018 - Present
Seia (LOS ANGELES CA)
CA
11/02/2018 - 10/07/2022
ROYAL ALLIANCE ASSOCIATES, INC. (LOS ANGELES CA)
CA
02/15/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
IL
07/19/2002 - 12/18/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
MN
06/28/2001 - 09/28/2001
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 10/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/16/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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