Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mason Miller is a financial advisor with Commonwealth Financial Network. He has been working in the financial industry since September 15, 1983. William Mason Miller has experience in the insurance industry and is registered in several states. He offers financial planning, pension consulting, and educational seminars to his clients. William Mason Miller is also registered to sell investment products.
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.
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
CT
05/02/1996 - Present
Commonwealth Financial Network (MANCHESTER CT)
SC
01/27/1995 - 12/31/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
01/11/1989 - 02/14/1995
PNMR SECURITIES, INC. (BOSTON MA)
NA
01/20/1987 - 02/01/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY
CT
09/15/1983 - 02/01/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 03/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Miller is the right advisor for you? Invested Better is here to help.
