Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myles? Claim Your ProfileMyles Wagner is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Chicago, Illinois. Myles has been in the financial services industry since 2009, and has a background with Barclays Capital Inc. and Uhlmann Price Securities, LLC. Myles Wagner holds the Series 3, 7, and 66 licenses. Myles is also a Chartered Financial Analyst. Myles Wagner specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
IL
05/20/2013 - 12/04/2015
BARCLAYS CAPITAL INC. (CHICAGO IL)
IL
02/16/2009 - 05/21/2013
UHLMANN PRICE SECURITIES, LLC (SKOKIE IL)
BOTH
Issued 03/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 3 - National Commodity Futures Examination
BC
Issued 02/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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