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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shennoah? Claim Your ProfileShennoah Miller is an advisor at Avantax Advisory Services. Shennoah has been working in the financial industry since 2012. Shennoah has experience at Infinex Investments, Inc., Essex National Securities, LLC, and MetLife Securities Inc. Shennoah Miller holds Series 6, 7, 63, and 66 licenses. Shennoah provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
12/14/2023 - Present
Avantax Advisory Services (Johnstown PA)
PA
10/14/2015 - 08/18/2022
INFINEX INVESTMENTS, INC. (Jennerstown PA)
PA
02/07/2013 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (HOLLSOPPLE PA)
PA
04/02/2012 - 02/04/2013
METLIFE SECURITIES INC. (JOHNSTOWN PA)
BOTH
Issued 03/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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