Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Milo is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with LPL Financial LLC in Dayton, Ohio. John has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. John is committed to providing his clients with personalized financial advice and guidance. He offers a variety of financial services, including financial planning, investment management, and retirement planning. He is committed to helping his clients 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.
Consulting and other non-discretionary advisory services
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.
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2
OH
07/21/2021 - Present
LPL Financial LLC (DAYTON OH)
OH
01/08/2021 - 07/28/2021
WADDELL & REED (DAYTON OH)
OH
12/04/2012 - 01/15/2021
KEY INVESTMENT SERVICES LLC (SPRINGBORO OH)
OH
12/01/2001 - 12/03/2012
U.S. BANCORP INVESTMENTS, INC. (LEBANON OH)
NJ
05/31/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
11/14/1997 - 05/31/2000
CONSECO SECURITIES, INC. (CARMEL IN)
NJ
05/12/1988 - 06/10/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/12/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 05/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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