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Joshua M

Series 66, Series 65

Warren, OH

CWA Asset Management Group

Joshua Miller is a financial advisor with CWA Asset Management Group in Warren, OH, holding Series 65 and Series 66 licenses and 18 years of industry experience. His career includes roles at F.N.B. Investment Advisors, Erie Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. CWA Asset Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm uses proprietary research and Models to construct globally diversified portfolios, employing both active and quantitative strategies that incorporate multi-factor stock selection models and artificial intelligence.

Tax-loss harvesting Private / alternative investments Long-term care insurance Retirement withdrawal strategies Founder/Business Owner Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals
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