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David M Miles

Fifth Third Securities, Inc.

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About David M Miles

David M. Miles is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with Fifth Third Securities, Inc. and holds licenses in several states, including Florida, California, Georgia, and New Jersey. David has a wide range of experience in providing investment advice, including portfolio management, financial planning, and retirement planning. David has also worked with clients in various industries, including healthcare, education, and technology.

Firm Information

David Miles is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

999 VANDERBILT BEACH

NAPLES, FL 34108

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Miles’s Registration & Firm History

FL

11/26/2018 - Present

Fifth Third Securities, Inc. (NAPLES FL)

FL

07/29/2015 - 10/15/2018

CETERA INVESTMENT SERVICES LLC (NEW PORT RICHEY FL)

FL

10/11/2013 - 07/13/2015

FIFTH THIRD SECURITIES, INC. (MARCO ISLAND FL)

CO

02/07/2012 - 09/30/2013

THE LEADERS GROUP, INC. (LITTLETON CO)

OH

04/07/2000 - 02/09/2010

PROEQUITIES, INC. (CINCINNATI OH)

OH

11/01/1995 - 05/13/1996

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

MA

11/03/1994 - 12/31/1995

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

NY

01/22/1994 - 07/12/1994

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

07/15/1993 - 10/05/1993

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 2/28/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/5/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/3/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/5/2000

Series 7 - General Securities Representative Examination

BC

Issued 7/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David M Miles.
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