Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Peter Miller is a financial advisor with Hazard & Siegel, Inc. in DeWitt, NY. He has been in the financial services industry since March 2022 and holds the Series 63, Series 7TO, and Series 6TO licenses. William has previously worked at TRANSAMERICA CAPITAL, INC. and FIDELITY BROKERAGE SERVICES LLC.
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.
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.
1
2
NY
05/19/2024 - Present
Hazard & Siegel, Inc. (DEWITT NY)
TX
07/11/2023 - 05/20/2024
TRANSAMERICA CAPITAL, INC. (Plano TX)
TX
03/23/2022 - 04/06/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 04/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2022
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.
