Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burt? Claim Your ProfileBurt William Miltenberger is a financial advisor with over 34 years of experience in the financial industry. Burt William Miltenberger is registered with Wells Fargo Clearing Services, LLC and has a Series 7, Series 63, and Series 65. Burt William Miltenberger's previous experience includes Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., and Empire National Securities, Incorporated.
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.
Investment consulting services to institutional 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.
1
2
FL
06/03/2019 - Present
Wells Fargo Clearing Services, LLC (DAYTONA BEACH FL)
FL
10/05/2009 - 06/03/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Daytona Beach FL)
FL
04/20/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DAYTONA BEACH FL)
FL
07/01/2003 - 04/21/2009
WACHOVIA SECURITIES, LLC (DAYTONA BEACH FL)
NY
09/13/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/16/1990 - 09/13/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/02/1988 - 10/29/1990
EMPIRE NATIONAL SECURITIES, INCORPORATED
NA
11/20/1985 - 02/27/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 02/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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