Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miles? Claim Your ProfileMiles Saunders is a financial advisor with over 7 years of experience in the financial services industry. Miles currently works at Cetera Investment Advisers LLC. Miles has worked at several firms in the past including Westport Resources Investment Services, Inc. and Waddell & Reed. Miles holds Series 66, Series 7 and SIE licenses. Miles is registered in 19 states and the District of Columbia and specializes in providing financial advice to individuals, businesses, charitable organizations, and retirement plans.
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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CT
06/29/2023 - Present
Cetera Investment Advisers LLC (WESTPORT CT)
CT
05/19/2016 - 02/06/2018
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (WESTPORT CT)
CT
07/13/2015 - 07/22/2015
WADDELL & REED (HAMDEN CT)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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