Miles R. Christopher
Professional summary
Miles Ronald Christopher, who also goes by Miles Ronald Christopher, is a registered financial professional currently at WEALTHFRONT BROKERAGE LLC located in Palo Alto, California.
Miles is registered as a RR (Registered Representative) and started their career in finance in 2017. Miles has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Miles Ronald Christopher's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2023 - Present
WEALTHFRONT BROKERAGE LLC
Office #1: 261 Hamilton Ave, Palo Alto, CA 94301September 29, 2022 - September 5, 2023
SVB INVESTMENT SERVICES INC.
July 18, 2017 - August 13, 2021
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/18/2023)
Exams
FINRA
Current Firm
WEALTHFRONT BROKERAGE LLC
CRD#: 153407 / SEC#: , 8-68534
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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Company Information
WEALTHFRONT BROKERAGE LLC
CRD#: 153407Palo Alto, CA 94301TRUST BUT VERIFY
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