Unclaimed
Taylor Miller is a financial advisor with J.P. Morgan Securities LLC. Taylor has been working in the financial industry since September 21, 2020. Taylor is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, Series 63, Series 65, and SIE licenses. Taylor has experience working with various clients, including individuals, corporations, and charitable organizations. Taylor offers financial planning, portfolio management, and other services to help clients achieve their financial goals. Taylor works in the Roswell, Georgia area.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
01/22/2024 - Present
J.p. Morgan Securities LLC (ROSWELL GA)
GA
08/11/2021 - 05/26/2022
PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)
GA
09/22/2020 - 08/13/2021
LPL FINANCIAL LLC (ATLANTA GA)
BC
Issued 06/14/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Taylor Miller is the right advisor for you? Invested Better is here to help.