Unclaimed
Stuart Marc Miller is a financial advisor with Commonwealth Financial Network. Stuart has been in the financial services industry for over 40 years and has extensive experience in providing financial planning, investment management, and insurance services. Stuart is a Certified Financial Planner and a Chartered Financial Consultant. Stuart is also the co-owner of Miller McCurry, LLC, a private entity that facilitates securities, advisory, and insurance business.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/23/2019 - Present
Commonwealth Financial Network (Pittsburgh PA)
PA
01/04/2008 - 01/29/2019
PWA SECURITIES, INC. (PITTSBURGH PA)
PA
07/28/1997 - 02/27/2008
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
CA
01/24/1990 - 09/03/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
11/25/1980 - 01/24/1990
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 12/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/10/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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