Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ryan Miller is a financial professional with over 20 years of experience in the industry. Steven is currently registered with SEI Investments Management Corp. as a Registered Representative and Investment Advisor Representative. Steven is also registered as an Investment Advisor Representative in Illinois and Pennsylvania. Prior to joining SEI Investments Management Corp., Steven was with SEI INVESTMENTS DISTRIBUTION CO., PRINCOR FINANCIAL SERVICES CORPORATION, and 1717 CAPITAL MANAGEMENT COMPANY. Steven holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
09/27/2022 - Present
SEI Investments Management Corp. (Arlington IL)
IL
05/13/2008 - 12/22/2021
SEI INVESTMENTS DISTRIBUTION CO. (CHICAGO IL)
PA
03/13/2006 - 06/28/2006
PRINCOR FINANCIAL SERVICES CORPORATION (KING OF PRUSSIA PA)
DE
12/07/2001 - 10/24/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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