Unclaimed
Myles Raymond Firey is a Registered Representative with Cadaret, Grant & CO., Inc., working in the BUFFALO office. Myles has been in the financial services industry since 1993 and has held previous positions with AMERICAN GENERAL SECURITIES INCORPORATED and USLIFE EQUITY SALES CORP.. Myles holds licenses Series 6, 7, 63, and SIE. In addition to Cadaret, Grant & CO., Inc., Myles is also involved in other business activities, including MYLES R FIREY & CO INC and FIREY PARTNERSHIP. Myles has extensive experience working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisers.
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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (BUFFALO NY)
NY
10/01/1997 - 12/17/2007
AMERICAN GENERAL SECURITIES INCORPORATED (BUFFALO NY)
NY
07/21/1993 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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