Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Miller is a financial advisor with over 20 years of experience in the financial industry. Scott is currently registered with Osaic Wealth, Inc. in Missoula, MT. Scott has a Series 6, Series 63 and SIE licenses and offers financial planning, portfolio management for individuals and businesses, educational seminars, 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.
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.
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2
MT
06/14/2024 - Present
Osaic Wealth, Inc. (Missoula MT)
MT
03/25/2015 - 06/14/2024
SECURITIES AMERICA, INC. (Missoula MT)
MT
05/17/2010 - 03/26/2015
SII INVESTMENTS, INC. (MISSOULA MT)
MT
10/04/2004 - 05/19/2010
PACIFIC WEST SECURITIES, INC. (MISSOULA MT)
CA
05/13/2003 - 10/08/2004
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
MT
03/01/2002 - 05/12/2003
S.G. LONG & COMPANY (MISSOULA MT)
CA
07/24/2000 - 03/06/2002
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
MA
01/31/2000 - 08/07/2000
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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