Unclaimed
Miles Gornto is a registered representative with William Blair, an investment firm headquartered in Chicago, Illinois. Miles is experienced in the investment industry, having worked with Truist Securities, Inc. prior to joining William Blair in 2021. Miles holds Series 7, Series 79, and Series 63 licenses. Miles specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Equity research 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.
A percentage of the total value of assets under management is charged.
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2
GA
04/27/2021 - Present
William Blair (ATLANTA GA)
GA
08/19/2016 - 04/29/2021
TRUIST SECURITIES, INC. (ATLANTA GA)
BC
Issued 08/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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