Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid 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.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
F
FINRA
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