Unclaimed
Myles Alexander Walton is a registered representative with Wolfe Research Securities and has been in the securities industry since December 18, 2002. Myles has been with Wolfe Research Securities since September 21, 2022. Previously, Myles held positions at UBS Securities LLC, Deutsche Bank Securities Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., and Morgan Stanley & Co., Incorporated. Myles holds Series 7, 24, 63, 87, and SIE licenses. Myles is registered in Massachusetts and New York.
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.
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.
1
2
MA
09/21/2022 - Present
Wolfe Research Securities (Boston MA)
MA
03/15/2018 - 09/15/2022
UBS SECURITIES LLC (BOSTON MA)
MA
04/20/2010 - 03/09/2018
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
01/14/2008 - 03/16/2010
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
05/26/2004 - 01/14/2008
CIBC WORLD MARKETS CORP. (BOSTON MA)
NY
10/16/2002 - 05/06/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Myles Walton is the right advisor for you? Invested Better is here to help.