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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Bowers-miller is a financial advisor with Cetera Investment Advisers LLC, providing financial services for over 20 years. Previously, Whitney was employed by CETERA ADVISOR NETWORKS LLC, AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY, M&T SECURITIES, INC., and KEYSTONE BROKERAGE, LLC, accumulating significant experience in the industry. Whitney currently provides services for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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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2
PA
09/13/2024 - Present
Cetera Investment Advisers LLC (YORK PA)
PA
10/23/2013 - 11/21/2016
CETERA ADVISOR NETWORKS LLC (YORK PA)
PA
02/15/2005 - 10/02/2013
AMERIPRISE FINANCIAL SERVICES, INC. (GETTYSBURG PA)
MN
02/15/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MD
10/07/2000 - 01/08/2002
M&T SECURITIES, INC. (BALTIMORE MD)
PA
04/26/2000 - 10/07/2000
KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)
BOTH
Issued 05/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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