Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Milligan is a financial professional with over 25 years of experience in the industry. Jennifer has a broad range of experience, having worked with firms such as Charles Schwab & Co., Inc., Victory Capital Advisors, Inc., and Janus Distributors LLC. Jennifer is currently registered with T. Rowe Price Investment Services, Inc. in Colorado and Maryland. Jennifer holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE.
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
MD
05/20/2022 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
CO
07/13/2020 - 05/02/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
06/28/2018 - 09/17/2019
VICTORY CAPITAL ADVISERS, INC. (Greenwood Village CO)
CO
03/03/2017 - 06/19/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (Denver CO)
CO
04/26/2005 - 03/03/2017
JANUS DISTRIBUTORS LLC (DENVER CO)
CO
11/06/2003 - 04/08/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CO
07/26/2001 - 11/15/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CT
12/19/2000 - 06/05/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
CO
06/05/2000 - 12/19/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
CO
09/17/1997 - 05/26/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
RI
01/11/1995 - 09/24/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 05/01/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Milligan is the right advisor for you? Invested Better is here to help.
