Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam C. Miller is a financial professional with over 25 years of experience in the financial services industry. William is currently registered with Park Avenue Securities LLC and is licensed in Georgia, North Carolina, and South Carolina. William has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. William also holds the Chartered Financial Consultant designation.
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.
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.
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2
NC
02/25/2009 - Present
Park Avenue Securities LLC (CHARLOTTE NC)
NC
09/09/2005 - 07/03/2008
FERRIS, BAKER WATTS INCORPORATED (CHARLOTTE NC)
AL
01/22/2003 - 09/06/2005
GARDNYR MICHAEL CAPITAL, INC. (MOBILE AL)
TN
08/21/2000 - 08/22/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NJ
08/14/2000 - 10/05/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/08/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
03/07/1997 - 12/09/1999
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
GA
10/24/1994 - 03/14/1997
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
06/29/1994 - 10/24/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 02/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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