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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Davis Miles is a financial professional with over two decades of experience in the financial services industry. Stephen has a comprehensive understanding of investment strategies and financial planning, providing personalized guidance to help individuals and families achieve their financial goals. Stephen holds a variety of licenses and certifications, including the Series 6, 7, 24, and 63 exams, as well as the SIE exam. Stephen is a Certified Financial Planner and a Chartered Financial Consultant. Stephen is currently affiliated with Addicus Advisory, LLC, where he provides investment advisory services. Previously, Stephen worked for INVEST FINANCIAL CORPORATION and NEW ENGLAND SECURITIES. Stephen's commitment to client service is evident in his impressive record of success and his dedication to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Adviser services to private funds and advisory consulting services
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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MS
01/06/2024 - Present
Addicus Advisory, LLC (TUPELO MS)
MS
03/16/2011 - 12/06/2016
INVEST FINANCIAL CORPORATION (TUPELO MS)
TN
08/12/1999 - 03/18/2011
NEW ENGLAND SECURITIES (MEMPHIS TN)
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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