Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Miller is a financial advisor with Centerview Partners LLC in Menlo Park, California. Stephen has been in the industry since 1996. Previously, Stephen Miller worked at BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, EPOCH PARTNERS, AMERITRADE and ADVANCED CLEARING, INC.. Stephen Miller is licensed with Series 63, 24, 79TO, SIE and 7. Stephen Miller is registered in California.
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.
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.
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2
CA
09/09/2021 - Present
Centerview Partners LLC (Menlo Park CA)
CA
05/10/2019 - 08/10/2021
BOFA SECURITIES, INC. (PALO ALTO CA)
CA
05/10/2001 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
MA
05/16/2000 - 03/06/2001
EPOCH PARTNERS (SOUTHBOROUGH MA)
NE
02/22/2000 - 06/05/2000
AMERITRADE (BELLEVUE NE)
NE
02/08/2000 - 05/24/2000
ADVANCED CLEARING, INC. (OMAHA NE)
NY
10/03/1995 - 02/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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