Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Steven Millman is an investment advisor representative registered with Parallel Advisors, LLC, in California and Nevada. Michael is a Certified Financial Planner™ and a Chartered Financial Consultant. He is also a manager of High Desert Holdings II, LLC, a real estate company. Michael has experience working in financial services at multiple companies. His previous employers include U.S. Bancorp Investments, Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Banc of America Investment Services, Inc., Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc. and The Heritage Group, Inc. Michael has been active in the industry since 1996.
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.
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
CA
04/11/2023 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
CA
04/18/2013 - 11/03/2022
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
MO
01/03/2011 - 06/22/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
12/18/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MA
11/02/2001 - 11/14/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
RI
09/15/1998 - 09/28/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
04/28/1997 - 09/10/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
12/11/1996 - 03/05/1997
THE HERITAGE GROUP, INC. (SAN FRANCISCO CA)
IA
Issued 11/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Millman is the right advisor for you? Invested Better is here to help.
