Unclaimed
Don Dusan Milich is a financial advisor with Raymond James & Associates, Inc., located in ATLANTA, GA. Don has been in the financial industry since 1984 and has experience with a wide range of financial services, including portfolio management, financial planning, pension consulting, and educational seminars. Don has been with Raymond James & Associates, Inc. since 2013, and prior to that, worked at MORGAN KEEGAN & COMPANY, INC., BARCLAYS CAPITAL INC., MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, and ALEX. BROWN & SONS INCORPORATED. Don holds a variety of licenses and certifications, including Series 7, 63, 65, 31, 9, 10, 79TO, and SIE. Don is registered with the Financial Industry Regulatory Authority (FINRA) and has been approved by the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Don is a specialist in providing financial services to individuals, corporations, and other 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.
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.
Please see note in schedule d - miscellaneous
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
GA
09/30/2015 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
03/16/2012 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
06/04/2010 - 03/07/2012
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
07/24/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
01/13/2001 - 08/22/2008
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
08/06/1990 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
10/26/1984 - 08/13/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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