Location

Full Address

225 Water Street, Jacksonville, FL, USA

City

Jacksonville

State

Florida

About

Services

Fee-Based + Commission-Based options for Individual, Marital, and Divorce Financial Planning.

Education/Experience

Bachelors of Science in Finance, Florida State University, 2013

Life, Health, Variable Annuity FL State License (2-15), 2013

Series 7, 2013

Series 66, 2014

CERTIFIED FINANCIAL PLANNER™ professional, CFP® Board, 2018

Certified Divorce Financial Analyst (CDFA), Institute for Divorce Professionals, 2021

 

CFP®  and CERTIFIED FINANCIAL PLANNER™  are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Sarah-Beth Miller offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN); offers investment advisory products and services through Equitable Advisors, LLC, an SEC registered investment advisor; and offers annuity and insurance products through Equitable Network, LLC.  The PRISM Group of North Florida, Inc. is not owned or operated by Equitable Advisors or its affiliate Equitable Network.  AGE-5354050.1 (9/23) (Exp. 9/25)

Profession

Financial Profession

Financial Advisor / Planner / Analyst / Wealth Manager

Title

CERTIFIED FINANCIAL PLANNER™ professional

Business Name

The PRISM Group of North Florida, Inc.

Contact

Experience

Company

Equitable Advisors

Job Title

Financial Professional & Retirement Benefit Specialist

Location

Jacksonville, FL

Start Month

July

Start Year

2013

End Month

September

End Year

2016

Company

The PRISM Group of North Florida, Inc. (Equitable Advisors)

Job Title

CERTIFIED FINANCIAL PLANNER™ professional

Location

Jacksonville, FL

Start Month

September

Start Year

2016

End Month

Present

Education

School/University

Florida State University

Degree

Bachelors of Science

Field of Study

Finance

Start Year

2009

Year Graduated

2013

Details

First Name

Sarah-Beth

Last Name

Miller

Username

sarahbethmiller