Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miles? Claim Your ProfileMiles Miller is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in San Antonio, Texas. Miles Miller has been a registered representative for over 20 years, working at several firms including Raymond James Financial Services, Inc., BBVA Securities Inc., BB&T Investment Services, Inc. and LPL Financial LLC. Miles Miller holds Series 7, Series 24, and Series 66 licenses. Miles Miller is also a registered investment advisor in Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
10/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
08/12/2019 - 08/23/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Austin TX)
TX
06/01/2017 - 06/17/2019
BBVA SECURITIES INC. (AUSTIN TX)
TX
04/13/2011 - 12/02/2011
BB&T INVESTMENT SERVICES, INC. (AUSTIN TX)
TX
04/25/2007 - 04/29/2011
LPL FINANCIAL LLC (AUSTIN TX)
TX
11/15/2004 - 12/19/2006
ADVANTAGE CAPITAL CORPORATION (AUSTIN TX)
NY
11/30/1999 - 11/17/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
11/15/2004 - 11/15/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 12/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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