Unclaimed
Trina Browning Miller is a registered representative with Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. Trina has been with Edward Jones since February 2011. She has earned several licenses and passed a variety of exams including the Series 7TO, SIE, and Series 66. Trina is registered in several states including Arizona, Connecticut, Florida, Georgia, Hawaii, Illinois, Maryland, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming. Trina specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WV
07/25/2024 - Present
Edward Jones (MORGANTOWN WV)
BOTH
Issued 07/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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