Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Jones Miles is an Investment Advisor Representative and Registered Representative with Wedmont Private Capital. Tyler has over 8 years of experience in the financial services industry, with a focus on portfolio management for individuals and businesses. Tyler's previous experience includes roles at Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Commonwealth Financial Network, LPL Financial, LLC and Keeney Financial Group. Tyler is a Certified Financial Planner™ professional and has a strong commitment to providing personalized financial advice to help clients achieve their goals. Tyler's clients include individuals, high-net-worth individuals, businesses, and charitable organizations.
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.
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.
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MD
02/22/2024 - Present
Wedmont Private Capital (Ellicott City MD)
MD
07/26/2022 - 12/05/2023
TRIAD ADVISORS LLC (Columbia MD)
MD
06/30/2021 - 07/08/2022
LPL FINANCIAL LLC (TOWSON MD)
MD
01/02/2020 - 06/30/2021
COMMONWEALTH FINANCIAL NETWORK (SEVERN MD)
MD
02/07/2018 - 11/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
09/06/2016 - 01/16/2018
RAYMOND JAMES & ASSOCIATES, INC. (BALTIMORE MD)
MD
10/12/2015 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
BOTH
Issued 11/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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