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 a financial advisor with over 30 years of experience in the financial industry. Thomas is registered with Truist Advisory Services, INC. Thomas has been a registered representative since 1988 and has held a Series 7, 24, 31, and 63 licenses. In addition to his Series licenses, Thomas has passed the Series 65 exam and is a registered investment advisor. Thomas is also a member of the Board of Directors for Chapel Hill Country Club. Thomas specializes in providing financial advice to individuals and families. Thomas provides a variety of financial services, including financial planning, investment management, and retirement planning. If you are looking for a financial advisor to help you meet your financial goals, Thomas may be a good fit.
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.
1
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 10/5/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/7/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 5/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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