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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edward Miles is a financial advisor with over 35 years of experience in the industry. Jeffrey is registered with MML Investors Services, LLC and holds a Series 7, 6, and 62 license. Jeffrey also has Series 63 and SIE licenses. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting. Jeffrey's experience has allowed him to work with a diverse group of clients. Jeffrey is currently located in SEATTLE, Washington at the firm's office located at 701 FIFTH AVENUE, SUITE 1100, SEATTLE, WA.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WA
04/23/1987 - Present
MML Investors Services, LLC (SEATTLE WA)
BC
Issued 04/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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