Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lina? Claim Your ProfileLina Millares is a financial advisor with Truist Advisory Services, Inc. in Melbourne, FL. Lina has been in the financial services industry since 2006. Lina has a wide range of experience in the financial services industry, having worked for several firms including BB&T Securities, LLC, UBS Financial Services Inc., and Amerprise Financial Services, Inc. Lina is registered with the state of Florida as a Broker and Investment Advisor Representative.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
06/05/2018 - Present
Truist Advisory Services, Inc. (MELBOURNE FL)
FL
06/10/2013 - 08/23/2016
BB&T SECURITIES, LLC (FT LAUDERDALE FL)
FL
01/01/2010 - 06/12/2013
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
09/20/2006 - 01/01/2010
UBS INTERNATIONAL INC. (CORAL GABLES FL)
TN
02/15/2006 - 08/16/2006
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
MN
11/11/2004 - 01/09/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/11/2004 - 01/09/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 1/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/2007
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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