Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miles? Claim Your ProfileMiles Stroman is an investment professional with over 19 years of experience in the industry. Miles has a Series 6, Series 63, and SIE license and is registered in Virginia, Maryland, Texas, and the District of Columbia. Miles currently works at PFS Investments Inc., where they have been since 2013. Miles previously worked at PFS INVESTMENTS INC. from 2004 to 2013. PFS Investments Inc. is an investment advisor firm with its main office in Duluth, Georgia. PFS Investments Inc. has 59,808 accounts under management with approximately $8.5 billion in assets. Miles specializes in providing portfolio management for individuals. PFS Investments Inc. offers advisory services including portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
04/26/2013 - Present
PFS Investments Inc. (MANASSAS VA)
VA
08/02/2004 - 01/22/2013
PFS INVESTMENTS INC. (MANASSAS VA)
BC
Issued 08/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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