Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Miles is a financial advisor who has been working in the industry since 1984. Randy is currently registered with Cambridge Investment Research Advisors, Inc. and has been with them since 2005. Prior to this, Randy worked with 1717 Capital Management Company, Fortis Investors, Inc. and Pruco Securities Corporation. Randy is a Registered Representative and Investment Adviser Representative and holds several securities licenses, including the Series 6, 7, 63, and 65. Randy specializes in financial planning, pension consulting, portfolio management for individuals and businesses, as well as educational seminars and market timing services.
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.
Solicitation fees from 3rd party money managers
1
2
PA
07/18/2005 - Present
Cambridge Investment Research Advisors, Inc. (TYRONE PA)
DE
06/04/1998 - 04/03/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
07/12/1996 - 06/08/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
01/06/1984 - 07/26/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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