Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Joseph Myles is a financial professional with a Series 7, Series 66, and SIE license. Jeffrey has been in the industry since 2023 and has held previous positions at Equitable Advisors, LLC. Currently, Jeffrey is registered with Vanguard Marketing Corp., where he is actively licensed for Broker/Dealer operations and is not currently registered for Investment Advisor operations. Jeffrey is registered in 53 states across the country.
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
NC
05/09/2024 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
OK
11/02/2023 - 05/08/2024
EQUITABLE ADVISORS, LLC (OKLAHOMA CITY OK)
BOTH
Issued 11/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Myles is the right advisor for you? Invested Better is here to help.
