Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myles? Claim Your ProfileMyles David McPartland is a financial advisor with Wells Fargo Clearing Services, LLC. Myles has been in the industry since 1995. Previously, Myles worked at SCOTT & STRINGFELLOW, LLC and Raymond James & Associates, Inc.. Myles is registered with the following states: California, Delaware, District of Columbia, Florida, Indiana, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, and West Virginia. Myles has passed the Series 63, Series 65, Series 7, and SIE exams. Myles holds designations from . Myles provides investment consulting services to institutional clients. Myles is experienced in providing financial planning, pension consulting, and selection of other advisors. Myles also provides portfolio management for businesses and individuals. Myles has over 140,000 in assets under management.
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.
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.
Investment consulting services to institutional clients
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.
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2
VA
11/10/2011 - Present
Wells Fargo Clearing Services, LLC (WINCHESTER VA)
VA
07/30/2001 - 11/16/2011
SCOTT & STRINGFELLOW, LLC (WINCHESTER VA)
FL
05/04/1995 - 06/20/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
10/26/1993 - 11/26/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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