Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miles? Claim Your ProfileMiles Morrissey is a financial advisor with Smart Wealth, LLC. Miles has been in the financial services industry since 2018 and is registered to provide investment advice in Arizona, Colorado, Florida, Indiana, Iowa, Kentucky, Maryland, Nebraska, Nevada, Ohio, South Carolina, Texas and Virginia. Miles holds the Series 66 and Series 7TO licenses. Miles has a background in education and has worked for U.S. Senator Ben Sasse and other educational institutions. Miles is a Certified Financial Planner. Miles has been providing financial advice to individuals, high-net-worth individuals and businesses since 2019.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
NE
08/04/2024 - Present
Smart Wealth, LLC (OMAHA NE)
NE
12/09/2020 - 03/29/2024
UBS FINANCIAL SERVICES INC. (Lincoln NE)
BOTH
Issued 02/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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