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HM

Harry G. Miller

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CRD#: 334876
HM

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.

Harry Gerald Miller JR, who also goes by Harry Gerald (jr) Miller, Hod Miller, was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 1969. Harry had worked at 11 firms and has passed the SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harry Gerald (jr) Miller | Hod 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

July 1, 2010 - January 4, 2021

FIRST LIBERTIES FINANCIAL

BD
CRD#: 14432
TAMPA, FL
Past

May 15, 2003 - July 1, 2010

WORKMAN SECURITIES CORPORATION

BD
CRD#: 31898
MINNEAPOLIS, MN
Past

May 10, 2002 - May 16, 2003

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
FOLSOM, CA
Past

August 17, 1995 - May 16, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

January 30, 1994 - August 17, 1995

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

October 15, 1992 - December 31, 1993

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

July 29, 1988 - November 8, 1990

COZAD INVESTMENT SERVICES, INC.

BD
CRD#: 10065
Past

April 6, 1983 - August 9, 1988

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

September 10, 1979 - October 30, 1981

MIDLAND MANAGEMENT CORP.

BD
CRD#: 6677
Past

September 20, 1971 - November 3, 1977

NORTH STAR EQUITIES COMPANY

BD
CRD#: 4241
Past

September 20, 1971 - October 13, 1979

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2797
Past

April 23, 1969 - October 3, 1971

TEIG KLENERT ROSS & CHICA INC

BD
CRD#: 1000001

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


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 2/12/1969
Registered Representative Examination

Current Firm


FL
FIRST LIBERTIES FINANCIAL
FIRST LIBERTIES FINANCIAL | FIRST LIBERTIES SECURITIES,INC. | FIRST LIBERTIES SECURITIES, INC.

CRD#: 14432 / SEC#: , 8-30673

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
2915 N. Boulevard Suite A, Tampa, FL 33602
Mailing Address
2915 N. Boulevard Suite A, Tampa, FL 33602
Phone number
(917) 639-5451
Established
New York since 10/12/1983
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PELION FINANCIAL GROUP, INC.OWNER
BERGMAN, HILARY GUYDIRECTOR, PRESIDENT, FINOP, AMLCO, & CHIEF COMPLIANCE OFFICER1834738

Disclosures


Regulatory Event2

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


FIRST LIBERTIES FINANCIAL

CRD#: 14432

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