Marilyn M. Miller
Professional summary
Marilyn Miller Miller is a registered financial advisor currently at FEDERAL BENEFITS ADVISORS located in Poulsbo, Washington.
Marilyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Marilyn has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marilyn Miller Miller's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 13, 2017 - Present
FEDERAL BENEFITS ADVISORS
May 20, 2015 - February 8, 2018
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
April 10, 2009 - May 12, 2015
ASPEN FINANCIAL MANAGEMENT, INC.
April 17, 2001 - May 5, 2006
STERLING FINANCIAL SERVICES, INC.
March 19, 2001 - January 27, 2004
OSAIC WEALTH, INC.
June 20, 1995 - August 1, 2005
OSAIC WEALTH, INC.
February 1, 1995 - July 5, 1995
WMA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/13/2017)
Exams
Current Firm
FEDERAL BENEFITS ADVISORS
CRD#: 290212 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 2,967,253 |
Red Flags
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