Daniel Miller
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Muskogee, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Jul 2003 — Present
Education
University of Oklahoma
M.A.
2001 — 2003
Oklahoma City University
BS
1997 — 2001
Skills
- Investments
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Financial Advisory
- Uniform Combined State Law
- Roth Ira
- Series 63
- Asset Allocation
- Banking
- Mutual Funds
- 401k Rollovers
- Iras
- Finance
- Wealth Management
- Fixed Annuities
- Investment Advisory
- Series 66
- Investment Strategies
- Securities
- Estate Planning
- Wealth Accumulation
- Series 7
- College Savings Plans
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