linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Howard Millo

THE Leaders Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Howard Millo

Joseph Millo is a financial advisor with over 20 years of experience in the financial services industry. Joseph is currently registered with The Leaders Group, Inc. and is licensed in Louisiana. Joseph has held previous roles at various firms, including SKYWAY CAPITAL MARKETS, LLC, GWFS EQUITIES, INC., GRUBB & ELLIS CAPITAL CORPORATION, GRUBB & ELLIS SECURITIES, INC., PRIORITY CAPITAL INVESTMENTS, LLC, CAPITAL BROKERAGE CORPORATION and AMERICAN SKANDIA MARKETING, INC.

Firm Information

Joseph Millo is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Millo’s Registration & Firm History

CO

05/10/2024 - Present

THE Leaders Group, Inc. (LITTLETON CO)

FL

04/24/2019 - 06/30/2020

SKYWAY CAPITAL MARKETS, LLC (TAMPA FL)

SC

07/25/2012 - 03/14/2019

GWFS EQUITIES, INC. (Tega Cay SC)

CA

02/02/2011 - 01/17/2012

GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)

CA

10/25/2010 - 08/09/2011

GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)

TX

12/18/2009 - 07/20/2010

PRIORITY CAPITAL INVESTMENTS, LLC (MAGNOLIA TX)

VA

05/14/2004 - 02/27/2009

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CT

02/21/1995 - 05/20/2004

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

Not sure if Joseph Howard Millo is right for you?

Licenses & Designations

BC

Issued 02/15/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/15/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/16/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/17/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Howard Millo.
Not sure if Joseph Howard Millo is right for you?