Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Allen Miller is a financial professional with over 30 years of experience. William has been registered with Principal Securities, Inc. since November 1994. Prior to joining Principal Securities, William was registered with Guardian Investor Services Corporation and MML Investors Services, Inc. William is licensed to sell securities in West Virginia and North Carolina. He has passed the Series 6, Series 22, and Series 63 exams. William specializes in providing financial planning services, pension consulting, and educational seminars to individuals, charitable organizations, and pension and profit-sharing plans. William is dedicated to helping clients achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
WV
11/21/1994 - Present
Principal Securities, Inc. (BECKLEY WV)
NY
06/17/1988 - 10/17/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
09/09/1982 - 04/27/1988
MML INVESTORS SERVICES, INC.
NA
02/02/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 05/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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