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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Milner is a financial advisor with over 25 years of experience. Edwin is registered with Cadaret, Grant & CO., Inc. and Comprehensive Wealth Services, LLC. Edwin has a strong background in investment advisory services, financial planning, and tax preparation. Edwin specializes in working with individuals and businesses. Edwin has earned the Series 7, Series 24, Series 63 and Series 65 licenses and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
A percentage of the total value of assets under management is charged.
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NY
05/30/2023 - Present
Cadaret, Grant & CO., Inc. (JERICHO NY)
NY
08/10/2007 - 06/01/2023
FLAGSTAR ADVISORS (Garden City NY)
NY
05/29/2007 - 08/16/2007
CITIGROUP GLOBAL MARKETS INC. (ALBERTSON NY)
NY
06/24/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (ALBERTSON NY)
NY
04/25/1997 - 07/02/1997
ASH & CO. INCORPORATED (GREAT NECK NY)
FL
02/26/1997 - 06/26/1997
THE HAMILTON-SHEA GROUP, INC. (POMPANO BEACH FL)
NY
12/20/1996 - 02/24/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
08/07/1996 - 12/05/1996
GAINES, BERLAND INC. (BETHPAGE NY)
IA
Issued 03/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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