Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miles? Claim Your ProfileMiles Bruce Kessler is a financial advisor with Kestra Advisory Services, LLC, a firm that provides investment advisory services. Miles is also an insurance agent/broker with Kessler & Associates, Inc. Miles has been in the industry since May 26, 2007. Miles has a wide range of experience and is registered with the state of Colorado. Miles can help you with a variety of financial planning needs, including portfolio management, retirement planning, and insurance.
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.
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
CO
10/09/2018 - Present
Kestra Advisory Services, LLC (Lakewood CO)
CO
02/02/2011 - 10/11/2018
ROYAL ALLIANCE ASSOCIATES, INC. (LAKEWOOD CO)
CA
05/19/2009 - 02/09/2011
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NY
01/09/1995 - 12/31/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 01/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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