Shane Miller
Vice President Financial Planning @United Asset Strategies, Inc
Garden City, NY, US
EMAILS
s•••••@unitedasset.com
MOBILE NUMBERS
+15•••••••78
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WORK HISTORY
Apr 2021 — Present
Vice President Financial Planning @United Asset Strategies, Inc
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US
SKILLS
High Net Worth IndividualsFinancial ServicesLifeRetirementBondsStrategic Financial PlanningFixed IncomeEtfsFixed AnnuitiesEquity TradingWealth Management ServicesWealthAsset ManagementLifeOptionsPersonal Financial PlanningInvestment ManagementVariable AnnuitiesFinancial AdvisoryUniform Combined State LawRoth IraWealth ManagementRetirement PlanningFinraSeries 65Asset AllocationMutual Funds401k RolloversSeries 7InvestmentsFinancial PlannersEquities401kWealth AccumulationIrasInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsInvestment AdvisorySecurities
ABOUT SHANE MILLER
Everyone has a unique story in life, each with a different path to reaching specific…
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