Unclaimed
Jennifer Strojny Milligan is an investment advisor representative at Avantax Advisory Services. Jennifer has been in the industry since 1998 and is registered with the state of Mississippi. Jennifer is also a tax advisor and has experience in accounting services and tax preparation. Jennifer is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MS
10/02/2000 - Present
Avantax Advisory Services (BILOXI MS)
BOTH
Issued 09/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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