Unclaimed
Miles Feuer is an Investment Advisor Representative with Raymond James & Associates, Inc., located in Burlington, MA. Miles has been in the industry since 2019 and is licensed in 23 states. Miles has specialized in portfolio management for individuals and businesses, as well as financial planning, pension consulting, and educational seminars. Prior to joining Raymond James & Associates, Inc., Miles worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and Fidelity Brokerage Services LLC in Merrimack, NH.
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.
Please see note in schedule d - miscellaneous
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
MA
05/09/2023 - Present
Raymond James & Associates, Inc. (Burlington MA)
NH
02/14/2022 - 12/06/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NJ
12/09/2020 - 01/13/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
09/12/2019 - 11/12/2019
BCG SECURITIES, INC. (New York NY)
BOTH
Issued 07/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Miles Feuer is the right advisor for you? Invested Better is here to help.