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Michael V. Miller

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CRD#: 1078279
MM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Vincent Miller, who also goes by Michael V Miller, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1982. Michael had worked at 14 firms and has passed the Series 66, Series 63, Series 3, Series 5 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael V Miller

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 20, 2013 - May 6, 2014

MIDAMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 47351
JOPLIN, MO
Past

July 10, 2009 - November 10, 2011

TD AMERITRADE, INC.

RIA
CRD#: 7870
OMAHA, NE
Past

July 10, 2009 - November 10, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
OMAHA, NE
Past

May 20, 2009 - November 10, 2011

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

May 5, 2004 - February 26, 2009

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

January 20, 2004 - January 27, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

January 17, 2001 - February 19, 2003

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
COLUMBUS, OH
Past

July 29, 1999 - May 10, 2000

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

April 18, 1990 - July 27, 1999

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

November 10, 1989 - March 26, 1990

WWK INVESTMENTS, INC.

BD
CRD#: 25184
NORTHVILLE, MI
Past

May 16, 1989 - November 1, 1989

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

April 23, 1985 - May 18, 1989

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
Past

June 5, 1984 - April 22, 1985

U. S. CAPITAL SECURITIES, INC.

BD
CRD#: 3590
Past

September 19, 1983 - April 19, 1984

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

December 31, 1982 - September 12, 1983

FIRST MID-AMERICA INC.

BD
CRD#: 306

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/2/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 4/1/1983
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


MF
MIDAMERICA FINANCIAL SERVICES, INC.
MIDAMERICA FINANCIAL SERVICES, INC. | STEELE INVESTMENT SERVICES, INC.

CRD#: 47351 / SEC#: , 8-51758

BD
Terminated by SEC on 01/05/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 04/05/1999
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
S & M, LTD.SHAREHOLDER
DEEMER, BRUCE HARLANSECRETARY4590562
KELLER, MATTHEW BRIANPRESIDENT, CHIEF COMPLIANCE OFFICER5582015

Disclosures


Regulatory Event5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

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