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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 Scott Miles is a financial advisor with over 23 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC and Gateway Wealth Partners, LLC, and is licensed in Florida, Illinois, and Wisconsin. Jeffrey has a wide range of experience in financial services, including securities, investment advisory, and insurance. Jeffrey holds Series 3, 7, 55, 63, and 65 licenses and the SIE certification.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
02/14/2018 - Present
LPL Financial LLC (MENASHA WI)
WI
08/05/2016 - 02/14/2018
SII INVESTMENTS, INC. (MENASHA WI)
CO
01/02/2014 - 12/31/2014
THE LEADERS GROUP, INC. (LITTLETON CO)
WI
11/06/2010 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (APPLETON WI)
NY
03/02/1998 - 06/06/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
05/03/1991 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
12/05/1990 - 05/08/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/05/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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