Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miles? Claim Your ProfileMiles Slocum Fortas is an Investment Advisor Representative with Cbiz Investment Advisory Services, LLC based in Memphis, TN. Miles is also registered in Ohio. Miles has over 13 years of experience in the financial services industry and has a Series 65, 27, and 28. Miles has worked for Commerce Square Trading, LLC, Gavion LLC and CBIZ. Miles specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, pension consulting, and educational seminars.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
TN
09/28/2020 - Present
Cbiz Investment Advisory Services, LLC (Memphis TN)
GA
01/31/2007 - 01/04/2013
COMMERCE SQUARE TRADING, LLC (ATLANTA GA)
IA
Issued 09/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/26/2007
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
Active
Inactive
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