Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Robert Milici is a financial advisor with Equitable Advisors, LLC. Jamie is registered as an Investment Advisor Representative in both New Jersey and New York. Jamie has been active in the financial services industry since August 31, 2000. Jamie specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Jamie also has experience in selecting other advisors for clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/18/2021 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
06/07/2004 - 03/03/2006
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
02/20/2002 - 05/28/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/19/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NJ
08/23/2000 - 03/14/2002
PHILLIP LOUIS TRADING, INC. (RED BANK NJ)
IA
Issued 12/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/20/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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