Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Susanne Bowers-Miller is a financial professional with over 20 years of experience in the financial services industry. Whitney is currently registered with Cetera Investment Advisers LLC in York, PA, and has held previous positions with several other financial institutions, including Amerprise Financial Services, Inc. and M&T Securities, Inc. Whitney has a strong understanding of the financial markets and a proven track record of helping clients achieve their financial goals. Whitney is dedicated to providing personalized financial advice to individuals and families.
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 5/9/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 3/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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