Janine Miles (CRD# 7260491) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Saint Joseph, MO and has over 3 years of experience in the finance industry.
CRD# 16399
Berthel Fisher & Company Financial Services, Inc.
CRD# 2364849
Equitable Advisors, LLC
CRD# 5927442
Prospurpose Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services | Greenwood Village, CO | May 2020 - Current | 4 |
| College For Financial Planning | Centennial, CO | May 2019 - May 2020 | 1 |
| Miles Baking Company | Parker, CO | Apr 2019 - May 2020 | 1 |
| 14er Life Coaching | Castlerock, CO | May 2018 - May 2020 | 2 |
| College For Financial Planning (u Of Pheonix Then Kaplan) | Centennial, CO | Jan 2018 - May 2020 | 2 |
| Farfield Hotel | Centennial, CO | Jul 2018 - Nov 2018 | < 1 |
| University Of The Rockies | Denver, CO | May 2016 - May 2018 | 2 |
| More Maitri | Denver, CO | Aug 2017 - Jan 2018 | < 1 |
| Dish Network | Westminster, CO | Nov 2016 - Sep 2017 | < 1 |
| Ashford Unversity | Denver, CO | Nov 2015 - Nov 2016 | 1 |
| Unemployed | Westminster, CO | Feb 2015 - Nov 2015 | < 1 |
| Collegeamerica | Cheyenne, WY | Oct 2014 - Feb 2015 | < 1 |
| Red Lobster | Cheyenne, WY | Jun 2014 - Oct 2014 | < 1 |
| Biolife Plasma Services | Cheyenne, WY | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- MO
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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