Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Palmy Miller is a financial advisor with over 20 years of experience in the industry. Wesley is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with ITG INC., SANFORD C. BERNSTEIN & CO., LLC, and BLOOMBERG TRADEBOOK LLC. Wesley has a broad range of experience in the financial services industry, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/02/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CAMP HILL PA)
NY
01/24/2014 - 03/17/2017
ITG INC. (NEW YORK NY)
NY
10/01/2007 - 07/25/2013
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
09/10/2002 - 09/10/2007
BLOOMBERG TRADEBOOK LLC (NEW YORK NY)
IA
Issued 05/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/09/2002
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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