Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Milonas is a financial professional with over 30 years of experience in the industry. James is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2006. Previously, James was affiliated with ROBERT W. BAIRD & CO. INCORPORATED from 1987 to 2002. James has a Series 6, Series 63, and SIE license, and is registered in Florida and Illinois.
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.
Investment research; referrals to other advisers
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.
Referral fees
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IL
03/29/1985 - Present
Northwestern Mutual Investment Services, LLC (Downers Grove IL)
WI
03/30/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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