Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Anthony Miller is a financial advisor with over 25 years of experience in the industry. Steven is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, and has previously worked for CADARET, GRANT & CO., INC., THE O.N. EQUITY SALES COMPANY, PARK AVENUE SECURITIES LLC, and NYLIFE SECURITIES INC. Steven holds Series 6, 7, 63, and 66 licenses, as well as the SIE designation. Steven specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses.
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.
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2
PA
06/28/2017 - Present
Kestra Advisory Services, LLC (Reading PA)
PA
02/09/2009 - 06/28/2017
CADARET, GRANT & CO., INC. (BIRDSBORO PA)
PA
02/17/2005 - 02/11/2009
THE O.N. EQUITY SALES COMPANY (BIRDSBORO PA)
NY
01/15/2003 - 02/23/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/05/1995 - 01/13/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
03/17/1994 - 03/20/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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