Unclaimed
Myles Allingham is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Myles has been in the securities industry for over 5 years. Myles previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc. and Spire Securities, LLC. Myles is registered in Wisconsin and North Carolina. Myles holds the Series 7, Series 63, and Series 65 licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
05/25/2021 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
VA
12/22/2017 - 02/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFAX VA)
VA
01/23/2015 - 11/20/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
VA
05/15/2014 - 12/24/2014
SPIRE SECURITIES, LLC (MCLEAN VA)
VA
03/10/2014 - 04/28/2014
AMERIPRISE FINANCIAL SERVICES, INC. (FAIRFAX VA)
IA
Issued 01/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Myles Allingham is the right advisor for you? Invested Better is here to help.