Dane MillerCRD Number: 6677141
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Dane Miller (CRD# 6677141) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 5 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rolling Meadows, IL||Jun 2016 - Current||5|
|Unemployed||Harvard, IL||May 2016 - Jun 2016||< 1|
|Uww - Center Of Students With Disabilities||Whitewater, WI||Feb 2015 - May 2016||1|
|Centrad Healthcare LLC||Naperville, IL||May 2015 - Aug 2015||< 1|
|Unemployed||Whitewater, WI||Aug 2014 - Feb 2015||< 1|
|Centrad Healthcare LLC||Naperville, IL||May 2014 - Aug 2014||< 1|
|Unemployed||Whitewater, WI||Aug 2013 - May 2014||< 1|
|Pedigree Ovens||Harvard, IL||May 2013 - Aug 2013||< 1|
|Harvard Cusd #50||Harvard, IL||May 2013 - Aug 2013||< 1|
|Unemployed||Platteville, WI||Aug 2012 - May 2013||< 1|
|Harvard Cusd #50||Harvard, IL||May 2012 - Aug 2012||< 1|
|Unemployed||Harvard, IL||Aug 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.