Unclaimed
Jeffrey Miles is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is registered with Avantax Investment Services, Inc., and holds Series 7, Series 66, and SIE licenses. Jeffrey is registered to sell securities in Kentucky and Missouri.
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.
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.
1
2
MO
10/24/2000 - Present
Avantax Investment Services, Inc. (SIKESTON MO)
BOTH
Issued 11/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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