Unclaimed
Troy Edward Miller is a financial advisor with over 35 years of experience in the industry. Troy is a Certified Financial Planner™ and a Chartered Financial Consultant. Troy is currently registered with Private Advisor Group, LLC and is also a registered investment advisor (IAR) through the firm. Troy has previously worked with other well-known firms like Securian Financial Services, Inc., Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, and Prudential Insurance Company of America. Troy specializes in providing financial advice to individuals, families, businesses, and institutions. Troy is licensed in several states, including Montana, Texas, and Arizona.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/31/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MN
12/01/1993 - 10/08/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
WI
08/26/1991 - 11/04/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
08/26/1991 - 11/04/1993
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
05/09/1986 - 08/05/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/09/1986 - 08/05/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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