Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wyona? Claim Your ProfileWyona Kim Miller is a registered investment advisor representative with Ameriprise Financial Services, LLC. Wyona has been in the financial services industry for over 15 years and has been registered with Ameriprise Financial Services, LLC since July 2014. Wyona holds Series 66, Series 24 and Series 7 licenses as well as the SIE exam. She is also registered as an investment advisor in Arkansas, Massachusetts, Utah and Virginia. Wyona holds a board position as Treasurer for Miller, Wyona at Pleasant Valley, VA. Wyona specializes in providing financial planning, portfolio management and educational seminars to individuals, businesses, trusts, estates, insurance companies, charitable organizations, pension and profit sharing plans and state or municipal government entities.
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.
Asset allocation services
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
VA
07/03/2014 - Present
Ameriprise Financial Services, LLC (HARRISONBURG VA)
BOTH
Issued 02/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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