Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myles? Claim Your ProfileMyles Boyd Zlepper is an investment advisor representative with Cetera Investment Advisers LLC. Myles has been in the financial services industry since 1992. Myles has worked for several firms including Voya Financial Advisors, Inc., Locust Street Securities, Inc., Lifemark Securities Corp., Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, LLC. Myles holds Series 6, 7, and 66 securities licenses and is registered in 12 states. Myles is also a coach for Whitfield High School squash team and a volunteer Big Brother for Big Brother of Eastern MO. Myles specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and 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.
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.
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.
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2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (SAINT LOUIS MO)
MO
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ST LOUIS MO)
IA
10/11/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
05/17/2001 - 10/04/2002
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
WI
02/12/1999 - 05/17/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
12/22/1992 - 05/17/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
OH
02/19/1992 - 12/04/1992
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BOTH
Issued 08/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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