Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Miller is a financial advisor with Ameriprise Financial Services, LLC, with over 26 years of experience in the financial industry. Steven Miller is registered with the state of New York and Texas to provide both investment advisory services and brokerage services to individuals, families, trusts, estates, corporations and institutions. Steven Miller is also registered with FINRA and the state of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Nevada, New Jersey, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and Washington.
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.
Asset allocation services
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
NY
11/05/2014 - Present
Ameriprise Financial Services, LLC (Garden City NY)
NY
08/12/2008 - 11/04/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWYORK NY)
TX
08/04/2008 - 08/06/2008
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NY
08/28/2000 - 07/01/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
07/23/1997 - 09/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 3 - National Commodity Futures Examination
BC
Issued 06/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Miller is the right advisor for you? Invested Better is here to help.
