Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dina? Claim Your ProfileDina Milo is a financial advisor with over 20 years of experience in the industry. Dina currently works at Stifel, Nicolaus & Company, Inc. in PALM BEACH, FL. Previously, Dina has held positions at IFP Securities, LLC, Raymond James & Associates, Inc., Deutsche Bank Securities Inc., and UBS Financial Services Inc. Dina offers a range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Dina holds Series 63, Series 7, Series 10, and SIE licenses.
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.
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
11/17/2020 - Present
Stifel, Nicolaus & Company, Inc. (PALM BEACH FL)
FL
10/13/2020 - 11/04/2020
IFP SECURITIES, LLC (Boca Raton FL)
FL
09/06/2016 - 03/05/2020
RAYMOND JAMES & ASSOCIATES, INC. (Palm Beach FL)
FL
07/20/2004 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (PALM BEACH FL)
NJ
09/21/2001 - 08/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dina Milo is the right advisor for you? Invested Better is here to help.
