Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Dixon Millard has been working in the financial industry since May 2010. Joseph is currently a Registered Representative at Fidelity Personal And Workplace Advisors. Joseph has worked for Charles Schwab & Co., Inc., J.P. MORGAN SECURITIES LLC and Thrivent Investment Management Inc. Joseph has passed the Series 6, 7, 63, and 66 exams. Joseph has been registered in Michigan since March 2010.
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.
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.
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.
1
2
MI
08/28/2024 - Present
Fidelity Personal AND Workplace Advisors (NOVI MI)
MI
04/05/2017 - 08/23/2024
CHARLES SCHWAB & CO., INC. (Troy MI)
MI
05/07/2014 - 03/23/2017
J.P. MORGAN SECURITIES LLC (Birmingham MI)
MI
04/09/2010 - 04/02/2014
THRIVENT INVESTMENT MANAGEMENT INC. (TROY MI)
BOTH
Issued 05/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Joseph Millard is the right advisor for you? Invested Better is here to help.
