Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Miley is a financial advisor with over 20 years of experience in the industry. Karen Miley currently works at Stifel, Nicolaus & Company, Inc. in Athens, GA, and has worked with several firms throughout her career. Karen Miley has a wide range of experience serving clients from individuals and families to businesses, insurance companies and charitable organizations.
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.
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
GA
10/07/2022 - Present
Stifel, Nicolaus & Company, Inc. (ATHENS GA)
GA
02/13/2013 - 10/26/2022
RAYMOND JAMES & ASSOCIATES, INC. (ATHENS GA)
GA
03/17/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATHENS GA)
FL
01/18/2001 - 01/24/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IA
Issued 04/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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