Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John christian Miller is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. William has been in the securities industry since April 15, 2015, and holds a Series 6, Series 7 and Series 63 license. William has a state registration in Texas. William's current branch office location is in Frisco, Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
04/16/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 05/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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