Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Grey Miller is an investment advisor representative with Truist Advisory Services, Inc. Thomas has been in the industry for over 35 years. Thomas is registered with the state of North Carolina and also holds Series 7, Series 63, Series 24, Series 31 and SIE licenses. Thomas provides financial planning services. In addition to his work at Truist Advisory Services, Inc., Thomas is also on the board of directors for the Chapel Hill Country Club.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
NC
03/14/2017 - Present
Truist Advisory Services, Inc. (CHAPEL HILL NC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
07/12/1996 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
09/15/1994 - 08/01/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
03/15/1991 - 09/14/1994
COWEN & CO. (NEW YORK NY)
NY
05/22/1989 - 02/26/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
05/25/1988 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
05/25/1988 - 01/31/1989
L. F. ROTHSCHILD & CO. INCORPORATED
IA
Issued 10/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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