Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elise? Claim Your ProfileElise Milo is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Elise has been in the industry since April 2004 and has extensive experience working with individuals, corporations, and charitable organizations. Elise has worked at several reputable firms prior to joining Wells Fargo Clearing Services, including PURSHE KAPLAN STERLING INVESTMENTS, GENWORTH FINANCIAL SECURITIES CORPORATION, and MORGAN STANLEY DW INC. Elise Milo's expertise includes investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
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
06/28/2017 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
IL
02/28/2011 - 02/22/2013
PURSHE KAPLAN STERLING INVESTMENTS (LOMBARD IL)
IL
10/18/2006 - 03/01/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (LOMBARD IL)
NY
10/24/2000 - 05/22/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2006
Series 7 - General Securities 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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