Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Garnett Miller is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Virginia Beach, Virginia. William has been in the financial industry since 2004. William is registered with FINRA and is licensed to offer financial products and services in multiple states. William holds the Series 6, 7, and 63 licenses as well as the SIE and Series 65. William is also a Certified Financial Planner. In addition to Raymond James, William has previously worked at Nationwide Securities, LLC, 1717 Capital Management Company, BI Investments, LLC, and Park Avenue Securities LLC. William is available to offer a variety of financial services to individuals and businesses, including financial planning, pension consulting, and portfolio management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
03/03/2015 - Present
Raymond James Financial Services Advisors, Inc. (Virginia Beach VA)
VA
08/01/2008 - 03/04/2015
NATIONWIDE SECURITIES, LLC (VIRGINIA BEACH VA)
VA
06/27/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (VIRGINIA BEACH VA)
VA
05/15/2006 - 06/12/2007
BI INVESTMENTS, LLC (NORFOLK VA)
VA
03/31/2004 - 06/01/2006
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
IA
Issued 06/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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