Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Morrison Myles is a registered representative and investment advisor representative with Equitable Advisors, LLC. Willie has been in the financial services industry since 2005. Willie is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Willie has a wide range of experience and is committed to providing personalized financial advice to individuals, families, and businesses.
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
NC
02/28/2017 - Present
Equitable Advisors, LLC (CARY NC)
NC
12/04/2013 - 02/25/2015
METLIFE SECURITIES INC. (RALEIGH NC)
OH
08/07/2008 - 03/01/2013
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
07/18/2005 - 08/02/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 01/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 07/25/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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