Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Miles is an investment advisor representative registered with Cetera Investment Advisers LLC and is licensed in Minnesota. Marilyn has over 23 years of experience in the financial services industry. Marilyn has previously been registered with Securian Financial Services, Inc. and CRI Securities, LLC. She has passed the Series 66, Series 53, Series 24, Series 52TO, SIE and Series 7 exams. Marilyn has a strong background in providing financial planning, pension consulting, and educational seminars to individual and business clients. She is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
07/26/1999 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
09/06/2000 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
BOTH
Issued 12/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/16/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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