Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howard Miller is a financial advisor with over 20 years of experience in the industry. William is currently registered with Raymond James & Associates, Inc. and holds Series 6, 7, 63 and SIE licenses. William has previously worked with firms such as Forethought Distributors, LLC, SunAmerica Capital Services, Inc., Lincoln Financial Distributors, Inc., Scudder Distributors, Inc., Copeland Equities, Inc., and Investors Brokerage Services, Inc. William specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/24/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CT
01/28/2013 - 03/30/2015
FORETHOUGHT DISTRIBUTORS, LLC (HARTFORD CT)
NJ
07/16/2008 - 04/02/2012
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
PA
08/06/2001 - 07/14/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IL
04/24/1998 - 07/06/2001
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NJ
09/08/1995 - 03/26/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
IL
07/07/1994 - 09/06/1995
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Miller is the right advisor for you? Invested Better is here to help.
