Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Miller is a financial advisor who is registered with the state of Pennsylvania. William is affiliated with Independent Advisor Alliance, LLC and has been in the industry for over 4 years. William has a Series 63, Series 65 and Series 7TO license, and is also a registered investment advisor in several states, including North Carolina, Pennsylvania, New York, South Carolina, and Texas. William is known for providing investment advisory services, financial planning, pension consulting and educational seminars. William has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/21/2023 - Present
Independent Advisor Alliance, LLC (Huntingdon Valley PA)
PA
06/26/2020 - 07/21/2023
SECURITIES AMERICA, INC. (BENSALEM PA)
PA
09/26/2019 - 06/26/2020
MML INVESTORS SERVICES, LLC (HORSHAM PA)
IA
Issued 08/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Miller is the right advisor for you? Invested Better is here to help.
