Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott R. Miller is a financial advisor with Kestra Advisory Services, LLC, working from the Waukesha, WI office. Scott has been in the industry since 2010, and provides financial and investment advisory services. Scott is licensed to provide services in a variety of states. In addition to Kestra Advisory Services, Scott is also registered with Kestra Investment Services, LLC. Scott provides investment advisory services as well as consulting and insurance services, and works with individuals, corporations, and other business entities. Scott is also a tax planner and consultant.
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.
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
WI
09/14/2018 - Present
Kestra Advisory Services, LLC (Waukesha WI)
WI
08/01/2013 - 09/14/2018
SECURITIES SERVICE NETWORK, LLC (BROOKFIELD WI)
WI
06/19/2012 - 08/09/2013
PRINCOR FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
WI
05/21/2010 - 06/15/2012
METLIFE SECURITIES INC. (MILWAUKEE WI)
IA
Issued 03/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Miller is the right advisor for you? Invested Better is here to help.
