Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarence? Claim Your ProfileClarence Samuel Milligan is an active Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Clarence has been in the financial services industry since August 25, 1991. Clarence also holds a Series 6, 7, 24, and 66 license. Clarence's previous experience includes roles at Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., William R. Hough & Co., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Clarence's primary business focus is serving high-net-worth individuals and businesses.
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
03/18/2008 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
FL
02/13/2007 - 03/14/2008
MORGAN KEEGAN & COMPANY, INC. (SEMINOLE FL)
FL
12/10/2002 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (GULFPORT FL)
FL
10/20/1999 - 12/02/2002
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
NY
08/19/1991 - 11/18/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/19/1991 - 11/18/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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