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Rory Miller
LPL Financial
San Diego, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Present
@LPL Financial
EDUCATION
2011 — 2012
Coleman University
IT, Computer and Information Systems Security/Information Assurance
2016
San Diego Mesa College
Business/Managerial Economics, Minor in Information Technology
SKILLS
Portfolio ManagementRetirementAlternative InvestmentsRegulatory ComplianceFinancial ServicesAsset AllocationSeries 24Asset ManagementSeries 7EquitiesCapital MarketsKycFixed IncomeUniform Combined State LawRisk ManagementStrategic Financial PlanningTradingFinraAnti Money LaunderingHedge FundsSecurities Regulation401kInvestment AdvisoryBankingSecuritiesFinancial RiskInsuranceRetirement PlanningSeries 63Investment ManagementInvestmentsWealth ManagementFinancial AdvisoryDue DiligenceAmlFixed AnnuitiesMutual FundsBloomberg
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