Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeb? Claim Your ProfileJeb Lee Milam is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeb has been in the financial services industry for over 25 years. Jeb specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Jeb is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Jeb is licensed to sell securities in North Carolina.
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.
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.
Investment consulting services to institutional clients
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
NC
11/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (DAVIDSON NC)
MO
10/01/2000 - 04/12/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/05/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 11/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeb Milam is the right advisor for you? Invested Better is here to help.
