Unclaimed
Armana Milbry is a financial advisor with J.p. Morgan Securities LLC. Armana has been in the industry since 2009 and is registered with the state of Georgia. Armana holds several licenses, including the Series 6, Series 7, Series 63 and Series 66. Armana has experience working with individuals, corporations, and other entities. Armana provides financial planning, portfolio management, and investment advisory services. Armana is also registered as an investment advisor representative.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
11/15/2021 - Present
J.p. Morgan Securities LLC (Sandy Springs GA)
OH
03/25/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
OH
07/06/2009 - 12/07/2009
COMMONWEALTH FINANCIAL NETWORK (SOLON OH)
OH
11/26/2008 - 07/08/2009
FSC SECURITIES CORPORATION (SOLON OH)
BOTH
Issued 08/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Armana Milbry is the right advisor for you? Invested Better is here to help.