Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Milliken is a financial advisor with SPC. Charles has been in the industry since April 22, 1984, and has a strong background in financial planning and portfolio management. Charles is a Certified Financial Planner and has been a Registered Representative since 2012. Charles works with individuals, businesses, and charitable organizations to help them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consultation services
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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
01/01/2025 - Present
SPC (ANN ARBOR MI)
MI
09/08/2009 - 03/12/2012
LPL FINANCIAL LLC (FARMINGTON HILLS MI)
MI
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (FARMINGTON HILLS MI)
CA
05/17/1989 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MA
03/05/1986 - 05/19/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
04/23/1984 - 03/10/1986
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 05/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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