Shane Miller Email & Phone Number
Vice President Financial Planning @ United Asset Strategies, Inc.
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Shane Miller Location
- Garden City, NY, US
Shane Miller Work
- 2021 -now Vice President Financial Planning @
- 2021 -2025 Senior Financial Planner @
- 2012 -2021 Senior Financial Consultant @
- 2006 -2012 Financial Advisor @
- 2000 -2006 Financial Advisor @
Shane Miller Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Bonds
- Fixed Income
- Insurance
- Retirement Planning
- Life
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Variable Annuities
- Series 6
- 401k
- Asset Allocation
- Investment Advisory
- Roth IRA
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- High Net Worth Individuals
- FINRA
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Separately Managed Accounts
- Wealth
- Personal Financial Planning
- 401k Rollovers
- ETFs
- Retirement
- Series 65
- Options
- Series 7
- Securities
- Investment Management
- Equity Trading
Shane Miller Summary
- Shane Miller, based in Garden City, NY, US, is currently a Vice President Financial Planning at United Asset Strategies, Inc.. Shane Miller brings experience from previous roles at United Asset Strategies, Inc., TD Ameritrade, JPMorgan Chase and Dreyfus. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Financial Planners and more. Shane Miller has 1 emails and 1 mobile phone numbers on RocketReach.
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Top United Asset Strategies, Inc. Employees
Marianne Hocknell
Managing Director Business Operations
Huntington Station, NY, US
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