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 Miller is a financial advisor in ALBANY, NY. William has been a registered representative with FINRA and a Registered Investment Advisor (RIA) for over 20 years. William has extensive experience in providing financial planning and portfolio management services. William is a Certified Financial Planner® and is currently registered with PKS Advisory Services, LLC. In addition to being registered with PKS Advisory Services, LLC William has also been associated with other firms including Ameriprise Financial Services, Inc., IDS Life Insurance Company and BCG Securities, Inc.
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.
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.
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
NY
12/21/2023 - Present
PKS Advisory Services, LLC (ALBANY NY)
PA
10/12/2004 - 08/02/2019
AMERIPRISE FINANCIAL SERVICES, INC. (West Chester PA)
MN
10/12/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
04/09/2001 - 09/09/2004
BCG SECURITIES, INC. (CHERRY HILL NJ)
BOTH
Issued 08/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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