Unclaimed
Steven Jeffrey Miller is an investment advisor representative at Trebuchet Consulting, LLC, in Pittsburgh, PA. Steven has been in the industry since 1995, and has held previous positions with Bill Few Securities, Inc. and Mercer Allied Company, L.P. Steven holds the Series 63, Series 65, and Series 7 licenses. The firm provides financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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
12/13/2016 - Present
Trebuchet Consulting, LLC (PITTSBURGH PA)
PA
08/04/2008 - 05/01/2013
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
PA
06/09/1995 - 04/16/2007
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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