Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miles? Claim Your ProfileMiles Robert Evans is a registered representative with Raymond James Financial Services Advisors, Inc. Miles has been in the industry since November 15, 2020. Miles holds the Series 7, Series 63, and Series 66 securities licenses and is registered with the state of Florida. Miles is also a Registered Investment Advisor in Florida. In addition to their work at Raymond James, Miles also has an affiliation with Brust Wealth Advisors as a non-investment related advisor. Miles has previously worked with MML INVESTORS SERVICES, LLC and Fidelity Investments. Miles offers advisory services such as financial planning, portfolio management for individuals and businesses, selection of other advisors, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
01/20/2025 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
08/25/2020 - 12/21/2020
MML INVESTORS SERVICES, LLC (JACKSONVILLE FL)
BOTH
Issued 08/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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