Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia Miles is an active investment advisor representative at Creativeone Wealth, LLC, a firm based in Overland Park, KS. Cecilia has over 40 years of experience in the financial services industry. Cecilia is licensed to provide investment advice in California and Texas. She holds the Series 7, Series 5, Series 15, Series 24, and Series 63 securities licenses. Cecilia is also a registered investment advisor representative in California and Texas. Cecilia's areas of expertise include portfolio management, financial planning, and educational seminars. Cecilia has worked with a wide range of clients, including high-net-worth individuals, families, trusts, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
CA
10/26/2020 - Present
Creativeone Wealth, LLC (Palm Desert CA)
CA
09/10/2004 - 07/31/2009
PARTNERVEST SECURITIES, INC. (NEWPORT BEACH CA)
NV
11/06/1991 - 09/10/2004
FINANCIAL WEST GROUP (RENO NV)
NA
01/24/1991 - 11/07/1991
CALIFORNIA ONE
NA
05/18/1990 - 02/14/1991
FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.
NA
01/09/1990 - 03/20/1990
FIRST IMPERIAL INVESTOR SERVICES, INC.
NA
10/17/1986 - 08/01/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/26/1978 - 10/30/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 11/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/06/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/20/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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