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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Jillaine Miller is an Investment Advisor Representative with Mercer Global Advisors Inc. based in Newport Beach, California. Trisha Miller has been in the industry since December of 2011. Trisha Miller is registered with the state of California and holds Series 7TO, SIE, and Series 66 securities licenses. Trisha Miller has previously been registered with First Republic Securities Company, LLC. Trisha Miller specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and other services.
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.
Trust services, estate planning, tax return preparation, consultation
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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CA
10/25/2023 - Present
Mercer Global Advisors Inc. (Newport Beach CA)
CA
06/08/2021 - 05/25/2022
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)
BOTH
Issued 04/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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