Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amelia? Claim Your ProfileAmelia Milonas is a financial advisor with Hightower Advisors, LLC. Amelia has over 10 years of experience in the financial services industry. Amelia is registered with the states of Maine and New Hampshire. Amelia holds the Series 66, Series 7TO and SIE securities licenses. Amelia's areas of expertise include financial planning, portfolio management, and selection of other advisors. Amelia has previously worked with Putnam Investments/Putnam Retail Management, Vigilant Capital Management, Prime Buchholz, NOCA Beverages, Inc., Oaks Golf Links, Lexie's, Granite State Gymnastics, Pinkerton Academy, and VIGILANT Capital Management.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
06/30/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
MA
11/11/2020 - 05/24/2021
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 01/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Amelia Milonas is the right advisor for you? Invested Better is here to help.
