Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Milliron is a financial advisor with Great Point Capital LLC in Miami, Florida. James has been in the industry since September 9, 2018. James is registered with FINRA and the state of Florida. James holds Series 63, SIE, and Series 22 licenses. James previously worked at COASTAL EQUITIES, INC. and ARETE WEALTH MANAGEMENT, LLC.
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.
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.
1
2
FL
06/30/2023 - Present
Great Point Capital LLC (Miami FL)
FL
05/19/2022 - 07/12/2023
COASTAL EQUITIES, INC. (MIAMI FL)
IL
09/10/2018 - 05/19/2022
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2018
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure James Milliron is the right advisor for you? Invested Better is here to help.
