Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Monroe Milber is a financial advisor with over 15 years of experience in the financial services industry. Currently, Jeffrey is registered with Farmers Financial Solutions, LLC. He is licensed to provide investment advice in California. Jeffrey holds the Series 7, Series 66, and SIE licenses. Prior to joining Farmers Financial Solutions, LLC, Jeffrey worked at State Farm VP Management Corp., World Group Securities, Inc., AIG Financial Advisors, Inc., and Ameriprise Financial Services, Inc.
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.
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2
CA
07/02/2014 - Present
Farmers Financial Solutions, LLC (SAN DIEGO CA)
IL
10/05/2009 - 05/15/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
06/26/2008 - 02/13/2009
WORLD GROUP SECURITIES, INC. (SAN DIEGO CA)
CA
06/06/2007 - 04/29/2008
AIG FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
CA
10/09/2006 - 03/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 12/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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