Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Homan? Claim Your ProfileHoman Milani is a registered representative with Bofa Securities, Inc. Homan is a licensed investment banking professional with over 10 years of experience in the financial industry. Homan holds a Series 79, Series 24, and Series 63 license, and previously worked for Credit Suisse Securities (USA) LLC, Guggenheim Securities, LLC, and Goldman, Sachs & Co. Homan specializes in research-related services and is located in Palo Alto, CA.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
CA
01/07/2022 - Present
Bofa Securities, Inc. (PALO ALTO CA)
CA
07/21/2017 - 11/18/2021
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
NY
08/10/2016 - 07/05/2017
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
NY
08/27/2012 - 09/01/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 09/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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