Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Milligan is a financial advisor with over 30 years of experience in the financial services industry. Glen currently works with Raymond James & Associates, Inc., and has been with the firm since June 2017. Glen previously worked with Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc. and has held several positions within the firm. Glen is registered with the state of Michigan and holds various FINRA and state licenses. Glen also holds the Certified Financial Planner designation.
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
MI
06/09/2017 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
10/05/2009 - 06/13/2017
AMERIPRISE FINANCIAL SERVICES, INC. (LIVONIA MI)
MI
03/20/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LIVONIA MI)
MI
06/17/1998 - 03/24/2009
RAYMOND JAMES & ASSOCIATES, INC. (FARMINGTON HILLS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
07/31/1987 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NA
10/10/1985 - 07/23/1987
PENNSYLVANIA SECURITIES COMPANY
NA
04/25/1985 - 09/20/1985
IDS MARKETING CORPORATION
IA
Issued 09/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/24/1985
Series 6 - Investment Company Products/Variable Contracts 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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