Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Michael Milkie is a financial advisor with over 40 years of experience in the industry. Edward is currently registered with Sunbelt Securities, Inc. Edward has held previous positions with several firms including Berthel, Fisher & Company Financial Services, Inc., Milkie/Ferguson Investments, Inc., Southwest Securities, Inc., Rotan Mosle Inc., Lehman Brothers Kuhn Loeb Incorporated, and E. F. Hutton & Company Inc. Edward has a wide range of experience and is well-versed in a variety of financial products and services. Edward specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/29/2014 - Present
Sunbelt Securities, Inc. (DALLAS TX)
TX
06/19/2012 - 09/19/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (DALLAS TX)
TX
11/20/1986 - 08/24/2012
MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)
NA
03/18/1986 - 10/13/1986
SOUTHWEST SECURITIES, INC.
NA
04/04/1983 - 04/03/1986
ROTAN MOSLE INC.
NA
03/22/1982 - 04/22/1983
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
09/19/1979 - 04/12/1982
E. F. HUTTON & COMPANY INC
BC
Issued 10/31/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/16/1987
Series 4 - Registered Options Principal Examination
BC
Issued 08/01/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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