Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Milne is an investment advisor representative who has been in the industry for over 30 years. Michael is registered with Ocala Capital, LLC and has also been associated with KOVACK SECURITIES, INC., BROKERSXPRESS LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., SUNTRUST SECURITIES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., BARNETT INVESTMENTS, INC., JMC FINANCIAL CORPORATION, and PFS INVESTMENTS INC. Michael holds the following licenses: Series 6, Series 7, Series 24, Series 53, and Series 66. Michael offers advisory services including financial planning, pension consulting, and portfolio management for individuals. Michael primarily works with individuals and has been in the industry since 1989. Michael is a Registered Investment Advisor Representative with Ocala Capital, LLC.
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.
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.
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FL
01/01/2025 - Present
Ocala Capital, LLC (OCALA FL)
FL
11/10/2011 - 08/21/2015
KOVACK SECURITIES INC. (OCALA FL)
FL
02/23/2011 - 11/08/2011
BROKERSXPRESS LLC (OCALA FL)
FL
12/15/2006 - 01/26/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (OCALA FL)
FL
09/30/2004 - 12/15/2006
RAYMOND JAMES & ASSOCIATES, INC. (GAINESVILLE FL)
GA
07/10/2000 - 10/27/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MA
04/01/1998 - 06/26/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
02/03/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
02/17/1993 - 02/03/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
GA
01/16/1989 - 06/30/1993
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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