Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miles? Claim Your ProfileMiles Christopher Lacey is a financial advisor with Vista Point Advisors, LLC based in San Francisco, CA. Miles holds Series 7, 66, and 79 licenses and is registered in California. Miles has been in the financial industry since 2013. Previously, Miles worked at Advanced Equities, Inc. in San Francisco. Miles is a member of FINRA.
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.
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.
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2
CA
06/26/2013 - Present
Vista Point Advisors, LLC (SAN FRANCISCO CA)
CA
10/03/2012 - 11/20/2012
ADVANCED EQUITIES, INC. (SAN FRANCISCO CA)
BOTH
Issued 10/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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